Single-Family Offices:
The Single-Family Offices Market

Recently Released!!!
Date Published: June 25, 2019
Summary PowerPoint Deck: 53 Slides
Reference PowerPoint Deck: 298 Slides

The purpose of this research is to provider readers with a comprehensive understanding of single-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 single-family offices, including:
  • Old Money Phase
  • Business Maturation Phase
  • New Money Phase
This research defines several types of single-family offices, including:
  • Comprehensive Financial Services Offices
  • Strategic Investment Offices
  • Trustee or Compliance Offices
  • Family Philanthropy Offices
And this research makes several future predictions for Single-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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