Family office services
Family office services encompass a comprehensive range of professional solutions designed to help ultra-high-net-worth families and single-family offices manage their complex financial, legal, and personal affairs. These services typically include wealth management and investment advisory, tax planning and compliance, estate planning and succession, philanthropy and impact investing, concierge and lifestyle management, and risk management and insurance. Simple connects family offices with vetted service providers across all categories, helping match specific needs with proven expertise.
Core service categories
Wealth management and investment advisory
Wealth management services provide comprehensive investment advisory tailored to family office needs. These services include portfolio construction and optimization across public and private markets, asset allocation strategies, and ongoing investment performance monitoring. Family offices benefit from discretionary and advisory management models, with emphasis on alignment between investment strategy and family governance goals, multi-generational wealth planning, and integration of ESG and impact objectives.
Tax planning and compliance
Tax planning and compliance services help family offices minimize tax burden while maintaining regulatory compliance across multiple jurisdictions. Services include income tax optimization, estate tax planning, transfer tax strategies, and international tax compliance. Professional tax advisors work with family offices on entity structuring, timing of transactions, charitable giving strategies, and navigating complex reporting requirements for global investment portfolios.
Estate planning and succession
Estate planning and succession services ensure smooth intergenerational wealth transfer and family business continuity. These services cover trust and will design, beneficiary communications, governance structure establishment, and succession planning for business interests. Succession planning also addresses family dynamics, next-generation development, and mechanisms to preserve family values and mission across generations.
Philanthropy and impact investing
Philanthropy and impact investing services help family offices align capital deployment with family values. Services include donor-advised fund management, private foundation administration, impact investing opportunity evaluation, and ESG integration across portfolios. These services support family offices in creating meaningful social impact while achieving financial returns and building family legacy.
Concierge and lifestyle management
Concierge and lifestyle management services handle personal and administrative matters that extend beyond traditional wealth management. Services include travel coordination and planning, real estate portfolio management, household operations oversight, wellness and healthcare coordination, and education planning. These services free family principals and staff to focus on strategic wealth and family governance matters.
Risk management and insurance
Risk management and insurance services protect family wealth and assets against identified threats. Services include comprehensive risk assessment, insurance structuring (including life insurance, liability, property, and specialized coverage), alternative risk transfer mechanisms, and cybersecurity and data privacy protection. Specialized insurance solutions address unique risks facing high-net-worth families and complex business interests.
Expanding capabilities and operations
Family offices can expand their capacity through a wide range of external services that complement or replace in-house capabilities. These include investment services such as asset management, deal sourcing, due diligence, and portfolio analytics across public and private markets. Wealth planning services cover tax advisory, estate and trust structuring, and cross-border legal support.
Many family offices rely on technology providers for portfolio reporting, accounting, document management, and cybersecurity. Operational support — from HR and payroll to compliance monitoring and vendor management — helps streamline day-to-day functions. Lifestyle and concierge services round out the offering, covering travel, property management, healthcare coordination, and family security.
Must reads
Concierge solutions for family offices
Combining healthcare and security for family offices
Health and longevity strategies for UHNWIs and family offices
How to gain a birds-eye view by understanding family office services
A Simple guide to family office services
Companies
See all companiesAccess a curated ecosystem of trusted family office service providers and technology partners. From wealth reporting to risk management and lifestyle concierge, connect with vetted vendors worldwide.
CFO Family Reporting
United States of America
CFO Family Reporting is a comprehensive outsourced back office solution for wealth reporting.
Maison Benjamin
United States of America
Our dedicated platform provides family offices access our wide network of lifestyle & travel services solutions that extend beyond your clients' investment needs.
Crisis24 Private Strategic Group
United States of America
A team of the world's most distinguished experts in security, medical support and risk management — who work together to carefully tailor solutions to the needs of each client.
“We understand that your clients have worked hard to acquire and enjoy their lifestyle and their assets. Our goal is to assist your firm managing these consuming tasks.”
Ben Vaschetti
Luxury & Lifestyle Concierge
Are you thinking about building a family office?
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