Designing and Building a Single Family Office, video 16 of 20

Raise Capital & Build Strategic Partnerships , Single Family Office Summit NYC (May 29-30)

Raising capital and building strategic partnerships can shape how a family office accesses expertise, evaluates opportunities, and supports family priorities. A multi-family office may coordinate specialists, outside providers, investment resources, and relationships across several families. This topic provides a framework for assessing an MFO’s service scope, operating model, governance, and approach to collaboration. Families can use it to prepare practical questions before selecting an MFO or other outside provider.

Why watch

• Understand how partnerships and coordinated services can support family office priorities.
• Prepare questions about an MFO’s service scope, specialist network, governance, and collaboration process.
• Evaluate whether an MFO’s operating model fits the family’s needs and investment structure.