What is a Family Office?

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A Complete Guide for Ultra-High-Net-Worth Families

A family office is a privately held company that handles investment management and wealth management for wealthy families, generally those with at least £50-100 million in investable assets. The primary goal is to effectively grow and transfer wealth across generations while providing comprehensive services that extend beyond traditional wealth management.

Family offices serve as the central hub for managing all aspects of a family's financial and personal affairs, from investment strategy to estate planning, tax optimization, philanthropy, and lifestyle services.

Published by Private Wealth Voices | Intelligence Platform of Private Markets Group Ltd

Family offices exist to centralize the management of significant family fortunes, providing:

Wealth Preservation: Protecting assets across market cycles and economic uncertainty

Generational Wealth Transfer: Structuring succession plans to preserve wealth for future generations

Investment Management: Professional oversight of diverse portfolios including public markets, private equity, real estate, and alternative investments

Family Governance: Establishing frameworks for decision-making, conflict resolution, and family education

Privacy and Confidentiality: Managing affairs discreetly away from public scrutiny