For $5M+ families
Get family office services without overbuying the wrong model.
Many families need family-office-style coordination before they need a full single-family office. The right model depends on assets, complexity, control needs, and how much coordination your current team is missing.
Common service layers
InvestmentsPortfolio oversight, manager selection, risk, liquidity, and reporting.
Tax and estateCoordination with CPA, attorney, trusts, gifting, and charitable strategy.
GovernanceFamily meetings, education, trustee process, and decision rights.
AdministrationBill pay, reporting, document flow, and professional-team coordination.
Key question: do you need a full office, a multi-family office, or a fee-only RIA with strong coordination?
Useful starting points
Family Office Services Guide
What services are real, what they cost, and which asset levels justify each model.
Multi-Family Office vs RIA
How to compare scope, cost, control, reporting, and conflicts.
How matching works
1
Map complexity. Assets, entities, trusts, professionals, and family needs.
2
Match the model. We look for MFO or RIA fit based on actual service needs.
3
You interview. Free match. No obligation.
Get matched for family office services
For families evaluating family-office-style coordination, multi-family offices, or HNW RIAs.
Family Office Services Match is a matching service. We connect you with vetted fee-only financial advisors and family-office-style specialists in our network. We do not manage money or provide individualized advice.