Components of a Family Office | Family Office Services

Components of a Family Office

I just came across an educational PowerPoint presentation by a US-based family office firm. Within this powerpoint I found a list of services which are provided by family offices. For those of you who are selling to family offices, about to work for a family office or are looking to soon engage a family office this list could be useful.

• Tax Compliance, Planning and Preparation
  
• Investment Policy and Asset Allocation
• Portfolio Strategy and Manager Selection
• Portfolio Accounting
• Investment Performance Monitoring
• Alternative Investment Tracking (Hedge Funds, Real Estate & Private Equity)
• Trading
• Bookkeeping and Bill Payment
• Financial Reporting
• Cash Flow Management
• Estate and Wealth Transfer Management
• Insurance and Risk Management
• Foundation and Philanthropy Management
• Personal Finance Management
• Concierge Services
• Data and Document Management

If you are interested in viewing the full PowerPoint presentation you may find it by clicking here. I hope this was helpful, here are links to additional resources on family offices:

• Hedge Fund of Funds by Family Offices
• Family Office Marketing
• Family Office Wealth Management
• Family Office Industry
• Multi-Family Offices Blog

Tags: Components of Family Offices, Services by Family Offices, Family Offices, Family Office, Single Family Office, Multi Family Office, Commercial Family Office, wealth family office