CHAPTER 3
Family Offices
A family office is a wealth management entity established by or for an ultra-high net worth (UHNW) individual or family to cater to their investment and financial management needs. Family offices come in different sizes, shapes, and forms, but they typically have several features in common:
• Their clients are members of a family or group of families.
• Traditionally, they do not offer their services to the general public or to anyone beyond the family or group of families who might also own the entity.
• They may ...
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