Find a family office set up advisory through our network of existing family offices.
Family office setup can be as important as your business itself. The right organization and management allows it to support your investments and main business rather than become a liability in time and effort. SFO members include families that have tried different technique and approaches to family office set up that works for the needs of each specific family. Some important things to consider:
- Family Office Needs versus a Private Banking Account
- Size of investment,
- Infrastructure costs
- Tax planning
- Trust organization
- Type of investments (traded, principal)
- Soft side services
- Philanthropy or social programs
- Legacy planning, transfer of wealth
- Reporting needs
Families or individuals have the chance to consult with some of the established members, from joining an existing platform to helping with the organization of a stand alone single-family or multi-family platform.