Everything You Need to Know About Family Offices.
Learn what family offices are, how they work, and how to build one from the ground up — whether that means a lean micro family office or a full institutional organization.
Single, Multi, and Micro Family Offices
There is no single definition and no minimum net worth — family offices range from one professional with great software to hundred-person institutions.
Single Family Office (SFO)
A single family office (SFO) is a private organization built and owned by one family to manage the full complexity of significant wealth — investments, taxes, legal structures…
Read the guide →Multi-Family Office (MFO)
A multi-family office (MFO) is a professional firm that delivers family-office-level services — investment oversight, consolidated reporting, tax coordination, estate planning…
Read the guide →Micro Family Office
A micro family office is an informal term for a deliberately lean family office structure built around a principal and a small core team — typically one investment or asset…
Read the guide →Virtual Family Office (VFO)
A virtual family office (VFO) is a coordinated network of outside specialists — accountants, attorneys, investment advisors, and others — assembled around a family's wealth…
Read the guide →
The flagship tool
Family Office Builder
Answer twelve questions about your assets, entities, and priorities — get an example structure, org chart, function matrix, and illustrative cost band. Educational, not advice.
Build your example structure →The Family Office Maturity Model
Personal accounts, one advisor, taxes once a year, documents in email.
Consolidated statements, a written plan, an estate binder, a team of advisors who talk to each other.
First dedicated hire or fractional team, real reporting software, documented processes.
A real organization: investment function, finance function, governance calendar.
Teams by asset class, in-house legal/tax, audited financials, multi-generational governance.
Take the two-minute self-assessment →
Featured Guides
Family Office Accounting
Family office accounting is the financial recordkeeping infrastructure that tracks every entity, investment, expense, and transfer inside a family's…
What Is a Family Office?
A family office is the organizational infrastructure a family builds around significant wealth — a dedicated structure that coordinates investments…
Family Governance
Family governance is the set of structures, rules, and habits that help a family make decisions together — about money, employment, distributions…
Family Office Roles & Staffing, Mapped
A family office staffing map covers every role from CEO to bookkeeper, explains what each person does, when that role typically becomes necessary…
How Family Offices Invest
Family offices invest differently from most institutions because they combine long time horizons, significant tax sensitivity, concentrated legacy…
How to Build a Family Office From the Ground Up
Building a family office follows five sequential steps: define the office's purpose, inventory the family's assets, create an organizational…
Careers in Family Offices
Family offices hire across a wide range of disciplines — investment management, accounting, tax, legal, technology, estate operations, and executive…
Do You Need a Family Office?
Whether you need a family office depends far more on the complexity of your financial life than on a specific dollar threshold. A family with $30…
Estate Planning and Wealth Transfer
Estate planning and wealth transfer is the body of legal and financial work that determines how a family's assets pass to future generations…
Built Around Real Complexity
Operating businesses, properties, vessels, aircraft, collections — a family office exists because wealth rarely sits still in one account.
Wealth & Family Office News
Real headlines from named outlets — every item links to the original article.
The T&E Inner Circle |The Intrigue and Potential of AI
September 28, 2026 | 2:00 PM EST
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From the Glossary
A charitable remainder trust (CRT) is a trust that pays income to the family or other named beneficiaries for…
Know Your Customer (KYC) is the process financial institutions use to verify the identity, background, and…
A private foundation is a tax-exempt legal entity established and controlled by a family or individual to…
A basis point is one one-hundredth of one percent (0.01%), used as a precise unit for expressing small…
Life insurance, in a planning context, is a contract that pays a defined sum at the insured's death, commonly…
An irrevocable trust is a legal arrangement that, once established, generally cannot be changed or revoked by…
A capital call is a formal request from a fund manager to investors to transfer a portion of their committed…
The process of buying and selling assets to restore a portfolio to its target allocation after market…