Family Office Basics

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.”

Quiz: Test your family office knowledge

How typical – or atypical – is your family office? Benchmark yourself and test your general knowledge of single family offices with our five question quiz.

Why have a family office?

For about two-thirds of family offices (67%), it’s to facilitate the administration of family wealth.