A
multi-family office (
MFO) is an independent organization that supports multiple families to manage their entire wealth. Multi-family offices typically provide a variety of services including tax and estate planning, risk management, objective financial counsel, trusteeship, lifestyle management, coordination of professionals, investment advice, and foundation management. Some multi-family offices are also known to offer personal services such as managing household staff and making travel arrangements. Because the customized services offered by a multi-family office can be costly, clients of a multi-family office typically have a
net worth in excess of $50 million
No office was included that did not have at least an email or phone number. |
Columns |
Number |
Percentage |
Firms w/ AUM Present: |
972 |
37.62% |
Firms w/ Website Available: |
1,583 |
61.26% |
Firms w Investment Preferences Present: |
1,939 |
75.04% |
|
|
|
Contacts w/ Email Address: |
2,753 |
106.62% |
Contacts w/Phone Number: |
2,554 |
98.92% |
Contacts w/ LinkedIn Profile |
2,502 |
96.90% |
Total Number of Contacts: |
2,582 |
100.00% |
Total Number of Email Addresses: |
5,226 |
202.40% |
Total Number of Firms: |
2,584 |
100% |
Cells: |
49,889 |
100% |