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How do you decide if a family office is right for you?

A family office makes sense when your wealth has reached sufficient scale ($100+ million), your financial affairs are complex enough to justify dedicated expertise, and you value privacy, customisation, and centralised control over your family's financial and non-financial needs. Consider whether you need coordinated management across multiple entities, jurisdictions, or asset classes; whether you want to integrate philanthropy, family governance, and next-generation education; and whether you have the resources and commitment to build and sustain a dedicated team.

How do you decide if a family office is right for you? | Simple