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Plain answers to the questions families ask before they request a briefing.
A multifamily office is a firm that delivers integrated family office service, coordinating investment, tax, estate, trust, banking, and governance decisions for multiple families through one team rather than a set of separate advisors.
Wealth leakage is the silent erosion of family capital through inefficiencies that never appear on a statement: tax planning never done, estate structures never built, fees never questioned, and the gaps between advisors who do not coordinate.
Traditional multifamily offices have historically required $50 million or more in investable assets for genuine family office service. Below that, most firms offer wealth management with a family office label rather than the integrated model.
Wealth management primarily allocates and monitors investments. A multifamily office coordinates investment, tax, estate, trust, banking, governance, and medical decisions through one integrated team, so the leakage between separate advisors is closed.
A registered investment advisor is a regulatory category for firms that provide investment advice. A multifamily office is a service model. A multifamily office can be a registered investment advisor, but most registered investment advisors are not multifamily offices.
A single family office serves one family exclusively with dedicated staff, which generally requires very substantial wealth. A multifamily office delivers the same integrated model to multiple families, sharing the infrastructure and lowering the threshold.