Compliance
Multi-Family Office (MFO)
A family office serving multiple families, pooling resources to provide comprehensive wealth management services.
What is a Multi-Family Office (MFO)
A Multi-Family Office (MFO) is a wealth management entity that serves multiple families, pooling their resources to provide comprehensive financial services. This structure allows families to benefit from shared expertise and economies of scale, offering a wide range of services such as investment management, estate planning, tax services, and philanthropy advisory.
Related Terms
Asset Management
The direction of a client’s cash and securities by a financial services company, usually an investment bank.
ViewFamily Office (FO)
An entity that provides comprehensive services to ultra-high-net-worth individuals and families for managing their wealt...
ViewInvestment Strategy
A plan that outlines how the family office will invest its assets.
ViewMulti-Family Office (MFO)
A family office serving multiple families, pooling resources to provide comprehensive wealth management services.
ViewWealth Preservation
Strategies aimed at protecting existing wealth from erosion due to taxes, inflation, or market risks.
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