What is a multi-family office?

A multi-family office (MFO) is a firm that coordinates the advice and delivery of professional and business services to financially successful families. Those services involve many different disciplines including legal, tax, finance, management, risk management and administration.
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What does Family Wealth Practices do for its client families?

One of the main benefits of a family office is the office will establish a formal process for defining family goals and creating, implementing and monitoring strategic plans which are necessary in achieving success for current and future generations.
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Why do families often fail to live successfully with success?

Many family members who have inherited financial wealth have no concept of how difficult it is to create, and often their experience of the wealth creator was a negative.
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What does a typical Family Wealth Practices client look like?

Clients often consider an MFO when there is a change in their lives or in the lives of their key advisors and they…
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