Family Offices:
An Initial View of the Single- & Multi-Family Family Offices Market

Recently Released!!!
Date Published: December 12, 2014
Summary PPT Deck: 53 Slides

Reference PPT Deck: 254 Slides

The purpose of this research is to provider readers with an initial understanding of the single- & multi-family offices market, a market which is often confused with either fee-based financial advisors (RIAs) and/or private banks, leading to inaccurate conclusions. Tiburon offers separate research topics addressing the fee-based financial advisors (RIAs) & private banks markets.

This research addresses the three historical phases of family offices, including: 
  • Old Money Phase
  • Business Maturation Phase
  • New Money Phase

    This research defines several types of family offices, including:

    • Single-Family Offices
      • Comprehensive Financial Services Offices
      • Strategic Investment Offices
      • Trustee or Compliance Offices
      • Family Philanthropy Offices
    • Multi-Family Offices

And this research makes the following future predictions for the family offices market, including: 

  • Continual Confusion with the Fee-Based Financial Advisors (RIAs) & Private Banks Markets
  • Moderate Level of Growth
  • Broadening of Services
  • Ongoing Search for Technology Solutions

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