Leading The Growing Single Family Office

Leading The Growing Single Family Office

This white paper explores the need for going professional with a growing single family office and at what point it’s time to make the decision.

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Family Offices and Risk Management

Family Offices and Risk Management

Understanding family offices and risk management needs is a fundamental aspect of good SFO governance. This white paper explores the relationship.

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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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