The Power of Family Culture in SFOs

Family Culture in SFOs

Family Culture is an important, and often overlooked aspect of developing a highly functional and successful SFO. In this white paper, Matthew Wesley addresses the power of family culture and creates a guide for understanding its influence on your SFO.

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Creating A Single Family Office to Manage Wealth and Sustain the Family

Creating a Single Family Office

Except for Creating an SFO: While a number of wealth management firms call themselves “family offices,” this white paper focuses on the “Single Family Office” or SFO—a privately-owned and – run wealth management firm developed for one family. Each SFO is as unique as the family who founded it but this white paper outlines best practice considerations.

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