Designing and Building a Single Family Office, video 19 of 20
Single Family Office Summit 2023
Single Family Office Summit 2023 examines how families create and shape a single family office. A single family office is built around one family’s priorities, resources, governance, staffing, and service needs. A multi-family office serves several families through a shared platform. Comparing these models can help a family define which services should remain personal, which can be shared, and where outside expertise may add value. Use this video as an educational starting point for comparing operating models and setting priorities. It is not legal, tax, or investment advice.
Why watch
- Compare the single family office model with a multi-family office structure.
- Clarify which services and decisions your family wants to keep personal.
- Build a practical question list before evaluating multi-family office providers.