Family Office Services: Types, Costs and Benefits
Explore family office services, operating models, costs and selection criteria for managing complex wealth, investments, governance and succession.
The archive
Articles
Practical observations on the institutions, decisions, and relationships that sustain family capital over time.
01 02 How Many Family Offices Are There in the World?
Discover how many family offices exist globally, where they are located, how quickly the sector is growing, and what drives or slows new family office formation.
03 How Much Does a Family Office Cost? Setup and Annual Expenses
Discover how much it costs to establish and operate a family office, including staffing, technology, legal, investment, and professional-service expenses.
04 What Is a Family Office? Meaning, Purpose and Services
Learn what a family office is, why wealthy families create one, which services it provides, and how it supports the management of generational wealth.
05 The Investment Policy as a Family Constitution
Why a durable investment policy is less about asset allocation and more about making good decisions under pressure.
06 Liquidity Is a Governance Question
Cash planning reveals who can act, which obligations matter, and how resilient a family office really is.
07 Stewardship Across Generations
Continuity depends on giving the next generation meaningful context, responsibility, and room to exercise judgment.