Family Office Services:
Holistic Sources for the Wealthy
Recently Released!!!
Date Published: June 3, 2020
Summary PowerPoint Deck: 45 Slides
Reference PowerPoint Deck: 106 Slides
The purpose of this research is to is to provider readers with a comprehensive 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 is part of Tiburon's coverage of wealth management services.
This research addresses the historical phases of family office services, including:
Date Published: June 3, 2020
Summary PowerPoint Deck: 45 Slides
Reference PowerPoint Deck: 106 Slides
The purpose of this research is to is to provider readers with a comprehensive 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 is part of Tiburon's coverage of wealth management services.
This research addresses the historical phases of family office services, including:
- Early Phase
- Middle Phase
- Recent Phase
- 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
This research makes several future predictions for family office services, including:
- Moderate Growth in Family Office Services
- Family Office Services to be More Widely Delivered
- Global Expansion of Family Office Services
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Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
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Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
