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FAQ
What Is the Typical Structure of a Family Office?
A family office typically has a COO who oversees the activities of financial advisors, tax specialists, accountants, and estate planners. The structure also likely involves comprehensive services like investment management, financial planning, and estate and tax planning.
What Are the Roles of a Family Office?
A family office employs professionals such as financial advisors, tax specialists, estate planners, accountants, and administrative staff. Each role offers specific services to help high-net-worth clients reduce tax liability and financial burdens. These professionals work together to provide a more holistic experience for wealthy clients and their families.
How Many Employees Does a Family Office Have?
A family office may employ anywhere between 5 and 50 people. Larger teams typically offer a broader range of services, while small offices may focus on one or two key areas of wealth management.
Alternatively, they may work with a very limited client list, enabling them to deliver personalized service while maintaining discretion for wealthy families. The close-knit structure represents one of the key aspects of family offices.
What Is the Difference Between a Private Office and a Family Office?
A private office manages a client’s personal affairs. They typically provide administrative services and perform concierge tasks. The company rarely offers family-oriented services like estate planning or trust management.
In contrast, a family office caters to the needs of wealthy families. In addition to providing finance management, they also assist with estate planning, reducing the tax burden of the client’s loved ones, and philanthropic advising.
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