conference room for famil office

family office ConsultingProviding Selective Support Services for Family Offices and High End Wealth Management Firms

 

 

Family Ofice Team

Family Office Consulting specializes in providing outsourcing services in five areas.

stack of papers

Family Office Facts: A single FO handles one family with a minimum net worth of around $250 million. The faster growth segment of the FO business is the MFO. Multiple Family Offices share the services with other families each family being worth around $50 million.

Company Purpose

This company was founded to assist and continue the excellent growth of the family office concept for wealthy clients by providing outsourcing expertise to firms that have specific needs.

Because of this outstanding growth especially in the past five years, recognized owners and managers of Family Offices need help to manage this growth opportunity in order to maintain and increase their family office market share.

The most successful single and multi family offices build their business around a targeted business strategy and utilize outside resources on an as-needed basis to satisfy clients needs and desires.

Our purpose is to help family offices owners and managers have a single source to provide services in the following areas.

Alternative Investments

• Asset Management Platform: Strategic + Tactical Managers

• Charitable Remainder Trust Services

• Collectible Planning Succession Services

• Due Dilligence on Outside Investment Companies

• Money Manager Selection

• Personal Consulting

• Private Foundation Setup and Administration

• Special Concierge Services

 
 

We have identified outside and non affiliated successful firms that will provide customized services necessary to meet a specific family office need. We will do the match and follow up necessary to make sure this is a success for all concerned.

 

door of the wealthy

Facts on Wealthy:The wealthy are beginning to invest in fractional ownership in private aircraft, yachts, destination resorts, and exotic automobiles rather than outright ownership opting for lifestyle experiences over ownership of expensive prestige assets.

Wealthy facts