SKU: FOD001 Category: Tag:
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%

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