The Embedded Family Office

How can families with an operating business leverage the expertise they have in the business to help the broader family enterprise? The Embedded Family Office, a Wealth Matters video from Family Business Magazine, explains how families with an operating business may piggyback onto the company’s tax, legal or accounting departments to help manage the family’s assets outside of the operating company or to provide concierge services. This can be an efficient way to handle the family’s needs, though it can also bring complications.

About the Author

David Shaw

David Shaw is the publishing director for MLR Media LLC, where he oversees FO Pro: The Family Office Professional, Family Business magazine, Directors & Boards and Private Company Director.


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