About Family Offices
We’re often asked, “What is a Family Office?” Well, there are a lot of results in Google you can find including the main Wikipedia entry. Here we’ll provide a small, curated list of links which we’ve found especially helpful, along with brief comments to provide context:
We find the first minute of this short video to be a good, succinct summary of the concept.
This short 1-minute video, in the form of a mindmap, shows the types of services full spectrum family offices provide to their clients. This short 2-minute video from the same family office goes through a bit of the history of family offices.
Don’t be thrown off by the title of the video. Even if you don’t think you need a family office, the video is packed with information which will help you understand the distinction between family offices versus traditional wealth management firms, registered investment advisors, certified financial planners and investment banks. We highly recommend this video to understand, once and for all, the value proposition of the family office paradigm! We’ve interacted well with one of the executives on Richard’s team and highly recommend their Family Office Club and conferences.
Family Office Associations to explore are: