This is a question many people ask me. Our friends have one. When is the right time or stage to do this? Should we setup a single family office, join a multi family office, or do something else? We want to understand what others are doing, but someone told me “if you’ve seen one family office, you’ve seen one family office”. Is it any wonder people are confused?
A great place to start is with Family Office Essentials – a broad guide to many of the things you should know, or think about, before you embark on the journey.