Family Office Basics

Podcast Roundup: From Impact Investing to Investment Strategies

What’s the next best thing to having an insightful conversation about family office challenges? Listening to insightful conversations between family office experts and podcast hosts. Check out these podcasts to learn more about a wide range of family office issues.

Choosing the Best Structure for Your Family Office

What do families need to consider when choosing a structure for their family office? It’s a very individual decision — but there are some trends that may affect how families decide.

Back to Basics: Family Office Guides and Resources

Whether you’re considering starting a family office or looking for a good primer to help orient new employees of an established office, there is a wealth of information available. Here’s a list of recent resources for family office professionals and wealthy families.

A Family Office Primer, From the Basics to Tax Complexities

There’s a new resource available for anyone considering starting a family office — or those who want to brush up on tax and business issues related to family offices.

What goes into setting up a family office?

For families considering starting a family office — or those who want to modernize an established office — Deloitte’s Essential tax and wealth planning guide, 2024 edition, contains useful information in a chapter entitled “Setting up the family office: Protecting your legacy.”