Family Office Services:
Holistic Sources to the Wealthy

Recently Released!!!
Date Published: February 2012
Comprehensive PPT Deck: 85 Slides
Summary PPT Deck: 47 Slides


The purpose of this research is to is to provider readers with an initial understanding of family office services, which are the services traditionally offered by family offices, but increasingly being offered by private banks, fee-based financial advisors (RIAs), wirehouses, & other firms. This research addresses services such as bill pay, tax preparation, & the management of domestic servants, automobiles, & aircraft. This research seeks to summarize the leading providers, as well as make predictions for the market at large.

This research addresses the three historical phases of Family Office Services, including: 
  • Early Phase
  • Middle Phase
  • Recent Phase

    This research defines ten distinct markets segments including:

    • Bill Pay
    • Tax Preparation
    • Travel Arrangements
    • Household Staff Management
    • Vehicle Management
    • Real Estate Management
    • Household Staff Management
    • Global Health Care
    • Legal Services
    • Kidnapping & Crisis Management
    • Family Counseling

And this research makes the following future prediction for the Family Office Services industry, including: 

  • Family Office Services to be More Widely Delivered

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