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The purpose of this report is to provider readers with an initial understanding of the family office services market, 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 report will address services such as bill pay, tax preparation, & the management of domestic servants, automobiles, & aircraft. This report seeks to summarize the leading providers, as well as making predictions for the market at large. This is the first draft of Tiburon’s research on this topic.

This is Tiburon's first draft of this report; this draft consolidates prior Tiburon research into one report.

Written by Tiburon Managing Principal Chip Roame & Senior Research Manager Pablo Perez.