Who are family offices?

Family offices are sophisticated entities created by wealthy families, typically with $30 million or more in assets, to comprehensively manage investments, legal affairs, tax planning, and family legacy in a focused, private environment. These structures go beyond traditional wealth management by offering personalized services including estate planning, philanthropy coordination, family governance, concierge services, and next-generation education. They serve as the central hub for all aspects of a family's financial and personal affairs.