SFO

Outsource or in-house?

When the decision is “outsource or go in house,” the answer for many family offices is “some of each.”

At your service

Every family office is different — but there are some services that most of them provide.

The cost of staffing the family office

Staffing a family office is a significant — and growing — expense. From UBS’s Global Family Office Report 2023, here are five takeaways about the cost of family office staffing.

5 Best Practices for Your Single Family Office

Families often decide to open a family office when their wealth and family have grown so much that managing everything is a complex task. But that same complexity can also cause complications when setting up the family office — and one expert warns that “if you don’t do things right, the family office can end up being more divisive than connecting for the family.”

What to Know About Single Family Offices

Why would a family choose to form a family office and invest their capital, their labor and possibly the future livelihoods of their family members on this singular venture? Do family offices truly create benefits for the families that make the investment?