Definition
What is a family office?
A family office is a private organization that manages the investments and often the wider financial affairs of a wealthy family.
What family offices do
Investing is usually the core job. Many offices also handle tax, estate planning, philanthropy, accounting, property and family governance. Some are a few people. Some employ large investment teams.
Single family office or multi-family office
A single family office serves one family. A multi-family office serves several families and is usually a commercial firm that charges fees. In the United States, the SEC’s family office rule, adopted in 2011, sets out when an office that serves one family is excluded from investment adviser registration.
Other types you will see
- Embedded family office: run inside a family business, by company staff.
- Virtual family office: a small core team that outsources most functions.
- Wealth creator office: set up by the person who made the fortune.
- Inherited wealth office: serves later generations of a family.
How we decide an office’s type
We use how the office describes itself. If it does not say, we leave the type blank. See how tags are assigned.
From our events and workshops
Request the full list
Tell us what you’re looking for.
Describe the region, office type and research need behind your search. Someone on the team reviews each request and replies with what a list for that scope can cover.
Details that help us respond:
- Target geography (states, cities, countries)
- Office type: single family office, multi-family office or both
- Stated investment focus, sector or strategy
- How you plan to use the list
Prefer the phone? Call (808) 600-9260. Other ways to reach us: Get matched or Talk to us.
The request form loads here. If it does not appear, call (808) 600-9260 or email Richard@InvestorClub.com.
We use your details to answer your request. See our privacy policy. A request does not create an introduction or a promise of funding.