Multi-family office or RIA? Match the model to the job.
A multi-family office can be valuable when administration, reporting, and family governance are real needs. A strong RIA may be enough when the core need is integrated planning.
Use the practical test
- Do you need consolidated reporting across many entities and managers?
- Do family meetings, education, and governance need formal structure?
- Is your current CPA and attorney coordination breaking down?
- Do you need bill pay and administration, or just planning leadership?
- Will the additional cost change outcomes enough to justify itself?
Often true: $5M-$15M families may need family-office-style coordination but not full family office overhead.
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Tell us the family complexity and we will help route the search.
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.