July 25, 2014 / by Family Office Association Support /
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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SFOs and Angel Investing, Part II by Dave McClure & Miles Spencer
January 19, 2016 / by Family Office Association Support /
Dave McClure and Miles Spencer provide an update to their 2011 Family Office Association piece on SFOs and Angel Investings.
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Creating A Single Family Office to Manage Wealth and Sustain the Family
July 25, 2014 / by Family Office Association Support /
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.
Read more