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