Multi-Family Offices:

The Multi-Family Offices Market

Recently Released!!!
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 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 single-family offices, fee-based financial advisors (RIAs), & private banks markets. This research is part of Tiburon's broader coverage of family offices and its even 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:

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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 Growth for Multi-Family Offices
  • Broadening of Services
  • Ongoing Search for Technology Solutions

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