Designing and Building a Single Family Office, video 18 of 20
Opening Remarks by Richard C. Wilson at the 2023 Single Family Office Summit (The Foundation Of F...
This opening remarks video introduces the foundation of family office design. It helps families define their priorities, decision processes, service expectations, and long-term direction before evaluating providers. A clear foundation supports better discussions about structure, responsibilities, communication, and fit with a multi-family office. Use this video as an educational starting point for organizing the planning choices that shape a family office model.
Why watch
- To understand why a clear family office foundation matters before choosing an MFO.
- To organize family priorities, service expectations, and decision processes for provider discussions.
- To create a practical framework for comparing how different MFO models may fit the family.