Multi-Family Office Advisory
A multi-family office (MFO) delivers the capabilities of a private family office — investment management, consolidated reporting, tax coordination and lifestyle administration — shared across several families. It gives high-net-worth families institutional access and governance without the fixed cost of building and staffing a dedicated office.
In short: A multi-family office serves several families through one shared platform, pooling investment, reporting and administrative resources so each family gets institutional-grade service at a fraction of the cost of a dedicated office. It typically suits families with roughly $5M–$50M in investable assets, or larger families that prefer not to run their own staff and infrastructure.
What MFO advisory includes
MFO selection & onboarding
Independent evaluation of multi-family offices against your asset mix, jurisdictions and service needs, and management of the onboarding and mandate.
Investment & manager oversight
Access to institutional managers, alternatives and custody, with consolidated performance reporting across every account and entity.
Tax & reporting coordination
Cross-border tax coordination, consolidated statements and one point of accountability across banks, lawyers and accountants.
Governance without the overhead
Family governance, investment policy and succession support delivered through the shared platform rather than dedicated headcount.
How we structure MFO access
- Needs analysis (Weeks 1–2): Mapping assets, jurisdictions, service requirements and the SFO-vs-MFO economics for your family.
- Platform selection (Weeks 3–5): Shortlisting and due diligence on suitable multi-family offices, fee negotiation and mandate design.
- Onboarding (Weeks 6–9): Account opening, asset transfer, reporting setup and investment policy alignment.
- Ongoing oversight (Continuous): Independent monitoring of performance, fees and service quality on your behalf.
Frequently asked questions
What is a multi-family office?
A multi-family office (MFO) is a firm that provides family-office services — investment management, reporting, tax coordination and administration — to multiple wealthy families through a shared platform, spreading cost and expertise across clients.
What is the difference between a single and multi-family office?
A single family office serves one family exclusively with dedicated staff and full control. A multi-family office serves several families through shared infrastructure, offering lower cost and immediate scale, but less exclusivity and customisation.
When should I choose a multi-family office over a single family office?
An MFO usually wins when investable assets are below roughly $50M–$100M, when you want to avoid hiring and managing staff, or when you need institutional capabilities immediately rather than building them over months.
How much does a multi-family office cost?
MFOs typically charge a percentage of assets under management or advisement (often ~0.3%–1%), sometimes with fixed retainers. This is generally far below the $1M+ annual cost of running a dedicated single family office.