Family Office Comparisons

Side-by-side breakdowns of family office structures and adjacent wealth management options to help you choose the right fit.

• Single Family Office vs Multi-Family Office (SFO vs MFO)

  How dedicated SFOs and shared MFOs differ on cost, control, services, and the right asset threshold.

• Family Office vs Wealth Manager

  When does a family outgrow a traditional wealth manager and need a family office?

• Family Office vs Private Bank

  Independent family office or the private wealth arm of a global bank — which serves your family better?

• Single Family Office vs Virtual Family Office

  When does an outsourced 'virtual' family office make more sense than building an in-house SFO?

• Multi-Family Office vs Private Bank

  MFOs and private banks both serve families with $25M+, but they take fundamentally different approaches.