Multifamily Office Foundations and Investor Mandates, video 6 of 20
Multi-Family Office and Wealth Management Firm Investors: How Is the Industry Changing?
This video examines changes affecting multi-family offices and wealth management firms. Families comparing an MFO can evaluate its service scope, staffing, use of technology, outside providers, reporting, governance, and access to specialist expertise. Comparing these operating choices with the family’s priorities can clarify whether an MFO is a suitable fit as needs develop.
Why watch
- Understand how changes in multi-family office models affect families.
- Build better questions about services, staffing, technology, reporting, and governance.
- Assess whether an MFO’s operating model fits your family’s priorities.