Multi-Family Offices:
The Multi-Family Offices Market

Recently Released!!!
Date Published: June 17, 2020
Summary PowerPoint Deck: 49 Slides
Reference PowerPoint Deck: 298 Slides

The purpose of this research is to provider readers with a comprehensive understanding of multi-family offices, 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 multi-family offices, including:
  • Old Money Phase
  • Business Maturation Phase
  • New Money Phase
This research defines several types of multi-family offices, including:
  • --
  • --
And this research makes several future predictions for multi-family offices, including:
  • Continual Confusion with the Fee-Based Financial Advisors (RIAs) & Private Banks Markets
  • Moderate Market Growth
  • Broadening of Services
  • Ongoing Search for Technology Solutions
  • International Opportunities

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