For decades, the multifamily office traditionally has been associated with a small number of vital yet similar core accounting and financial planning services. From annual tax filings to daily bill…
Over the last few years, there’s been an boom in the number and variations of multifamily offices. While industry professionals and the wealthy seem to readily embrace the term, its…
Building and cultivating a wealthy customer base is an important initiative for many types of professionals, especially those that specialize in addressing the unique needs of the affluent. Whether you’re…
From the outside looking in, many advisors see the multi-family office model as one they wish they had. To have just a few clients with huge profit margins is the…