Family Offices:
The Single- & Multi-Family Family Offices Market
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Date Published: August 23, 2023
Summary PowerPoint Deck: 72 Slides
Reference PowerPoint Deck: 323 Slides
The purpose of this research is to provider readers with a comprehensive 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 is part of Tiburon's broader coverage of financial advisors channels.
This research addresses the historical phases of family offices, including:
Date Published: August 23, 2023
Summary PowerPoint Deck: 72 Slides
Reference PowerPoint Deck: 323 Slides
The purpose of this research is to provider readers with a comprehensive 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 is part of Tiburon's broader coverage of financial advisors channels.
This research addresses the historical phases of family offices, including:
- Old Money Phase
- Business Maturation Phase
- New Money Phase
- Single-Family Offices
- Multi-Family Offices
- Moderate Growth for Family Offices
- Fastest Growth in Multi-Family Offices
- Broadening of Services
- Ongoing Search for Technology Solutions
- International Opportunities
- Consolidation of Family Offices Market
Tiburon Member Access:
Non Tiburon Members:
Media Access:
Members of the media who would like further access to the components of this research may send an email to Sarah Sage.
Non Tiburon Members:
Media Access:
Members of the media who would like further access to the components of this research may send an email to Sarah Sage.