What type of family office firm, if any, is right for me?

Overall net worth is not the only benchmark to which the need for a family office is measured. The complexities and other dynamics that exist in both your personal and business life will also play an important role in determining those areas in which a Multi Family Office™ can be of great service to you and your family.

Families with net worth in excess of approximately $500 million should consider establishing their own single family office, perhaps with additional services provided by outside advisors to round out the capabilities of the single family office. A true Multi Family Office™ advisory firm can close those "capability gaps" where necessary, and can provide insight into best practices and specific strategies adopted by other families.

Upwards of $500 million in net worth there exists an opportunity for families to engage a Multi Family Office™ advisory firm to provide a more complete and integrated wealth management solution that should allow for the closing of gaps that result from obtaining advice in an ad hoc manner and through the traditional professional silos (accounting, legal, investment, and insurance) in a manner that is not fully integrated.