Family office
A family office is the highest-touch form of private wealth management. Understanding the model helps benchmark any provider — or run the same discipline yourself.
Single vs multi-family
A single-family office serves one family and typically requires nine-figure assets to be economic. A multi-family office pools the operational cost across several families for a fee.
Investment discipline
Formal Investment Policy Statement, asset-allocation targets, risk budgets, and a manager-selection process. Direct exposure to alternatives (private equity, private credit, hedge funds, digital assets) is common.
Modern alternatives
Smaller family offices increasingly access alternatives directly rather than through funds of funds, cutting fee layers. A defined-strategy digital-asset yield programme is a natural candidate for the alternatives sleeve.