Families with wealth are often surprised by the challenges and complexities of managing their wealth – a business like no other. The work requires in-depth, technical knowledge of the financial services  needed to grow the family’s monetary capital, combined with the leadership skills and emotional intelligence required to cultivate the family’s greatest resources – their sons, daughters, cousins and grandchildren.  

This reference will serve as a guide for those who are:

• New to the world of wealth management and want to understand what a family office is and how it works 
• Training younger family members or new clients to the office 
• Evaluating alternatives and looking to understand the services and role of a family office 

This primer provides an understanding of the role and work of today’s family office and uses FOX benchmarking data to document the complexity of today’s wealth management process.

View Table of Contents