What is a Single Family Office (SFO)
A Single Family Office (SFO) is a private organization dedicated to managing the financial and personal affairs of one affluent family. It provides a range of services, including investment management, estate planning, tax services, and philanthropy coordination, tailored to the specific needs and goals of the family.
Functions of a Single Family Office
SFOs typically handle investment strategy, risk management, financial reporting, and lifestyle management. They may also oversee legal affairs, family governance, and succession planning, ensuring the family’s wealth is preserved and grown across generations.
