Components of a Family Office | Family Office Services

Components of a Family Office

Components of a Family Office | Services by Family OfficesI 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:
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

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