An Introduction to Family Offices

With the dramatic expansion of family wealth in the United States and around the world, family offices are a growing part of the global financial landscape. Depending on the family’s mission, service needs, professional skill set of individual family members, and their existing advisor network, a family office may be appropriate. While every family is unique, there are common situations that might call for a family to consider the advantages of establishing a family office. With this family office introduction, you’ll learn about the different structures and other key considerations to help with the initial planning and assessment for your family office.