Family Offices

Family Offices

We provide services to family offices, whether single purpose or comprehensive in nature, and whether as a consultant or full service provider, depending upon the size and need of the family.

  • Family office formation offering support in technology, organizational structure and compliance
  • Investment strategy and implementation, including development of asset allocation strategy and investment policy, manager selection, performance monitoring, accounting and recordkeeping services
  • Wealth advisory services providing support for financial planning, budgeting, family education, family mentoring
  • Financial management including private trust company platform support, accounting, document management, governance, coordination with other advisors and with family members


Family offices can be legally structured in a variety of ways. In the United States, the most common legal structure for a family office is an LLC (33%), followed by the S Corp (20%), and C Corp (16%). Fourteen percent (14%) of U.S. offices function as part of an operating company, with no formal structure, while less than 10% are structured as private trust companies.

Source: Family Office Exchange (FOX)