Creating Your Family Office

A family office is not a building and it does not require $500M. Three versions exist: virtual, single and multi-family. The actual first step is writing down, on one page, what the family owns and who handles what. The blank lines tell you what to work on next.

Fireside chats for this playbook

05:42 Asian families with children studying in the U.S. join a next-generation mentorship program. Boutique family office advisory | 11 years at two single family offices | three Asian family clients in its first year | next-generation mentorship for ages 20 to 35 33:29 95% of what is out there in family office structures is flawed. Trust, estate and tax attorney | about 40 years | 130+ billionaires represented | about 600 family offices 08:13 There's always somebody more successful and somebody wealthier than you, so don't try to prove something. Live panel | Beverly Hills Investor Club Summit | outsourced multi-family office for pre-liquidity families | Sunburst Ventures | Core Family Office 08:41 Our prime mission is to keep a family together and not let wealth destroy it. Family Wealth Leadership | multi-family office run with his son | families from $25 million to $300 million | family foundations and boots-on-the-ground philanthropy 22:47 My grandchildren's grandchildren will still be developing that piece of land. International tax and corporate lawyer since 1992 | work in about 43 countries | 25 boards | 3,000 acres in Central America | owner of a European pro football team 05:59 The skills needed to create wealth are often opposed to the skills needed to preserve it. Whittier Trust | founded 1935 as the Whittier family's single family office | 6th generation served | about $26 billion under management 171:05 Raise $100,000 first, then a quarter million, then a million, not $50 million on day one. Live hot seat webinar hosted by Richard C. Wilson | founders and capital raisers | investor relations and strategy | about 2 hours 50 minutes 36:08 Families go to 10 different advisers, get 10 different answers and end up doing nothing. Live panel | Private Investor Summit, Dallas | multi-family office and wealth management executives | senior living | patient capital 10:20 One family office portfolio is 100% alternatives, with zero public market exposure by design. Live panel | Hawaii Family Office Retreat | Dubai-based single family office CEO | former CIO of a multi-generation Pittsburgh family | mobile home park fund 24:47 Moving a family from ad hoc decisions to formal governance is extremely hard. Multi-family office founder | Los Angeles | global real estate, credit and growth investments | works with his father 22:31 Compounding started when we decided we were in the wealth business with one client: our family. 25+ years in real estate | 25 years in corporate before entrepreneurship | private lending business started in 2017 and sold in 2024 | built a family office from scratch 21:48 Let experts manage 90% of your money and keep 10% to play with. Co-founder, E! Entertainment Television | launched with $2 million, 11 employees and 31 interns | son of immigrants, raised in Brooklyn

Which version fits where your family is right now: virtual, single or multi-family?

Questions owners ask about this