Single Family Office & Family Foundations Staffing

What is a Single Family Office?

A single family office (SFO) is a private company of dedicated professionals exclusively devoted to the investment, legacy and personal needs of one wealthy family. The concept of an SFO can be traced back to the Roman major domus (head of the house) and the Medieval major-domo (chief steward), but the modern SFO originated in the 19th century for the benefit of families of significant wealth created during the American industrial age.

What are the Typical Goals of a SFO?

  • Preservation of family wealth
  • The fostering of Stewardship in the next generation, and
  • The expansion of family philanthropic Legacy


The 21st Century SFO

Families of significant wealth (i.e. $30,000,000+) are provided with the ultimate in:
  • Control of investment, business and personal services
  • Privacy
  • Customization of services and benefits
  • Coordination and effective management of outsourced providers
  • Purchasing leverage and cost savings
  • Dedicated focus on needs and requirements of the family
  • Integrating investments, philanthropic causes and passion interests successfully
  • Family unity and legacy sustainability
  • Vision and value development successfully


SFO Customization – No Two SFO’s Are Alike

Although outside professional, knowledge based consultants devoted exclusively to a family, its legacy, investments and personal needs may be one option, the services a family desires to provide through thier own SFO can vary widely:

  • Private Investment Allocation & Implementation
  • Investment Due Diligence
  • Custom Aggregation & Reporting of Assets
  • Accounting Services (business & personal)
  • Trust & Estates Planning
  • Asset Protection
  • Risk Mitigation
  • Family Banking and Private Trust Formation
  • Managing Family Business Enterprises
  • Identify and Filter Business Opportunities
  • Family Philanthropy and Foundations
  • Family Mission and Governance
  • Preserving Family Legacy and Values
  • Family Retreats
  • Residence Management & Staffing
  • Managing Passion Investments (art, collectibles, sports, etc.)
  • Family Medical Management
  • Family Lifestyle (concierge, travel, aviation, leisure, etc.)

Source: Family Office Association


814 - Private Households

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