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SFOs Evolve as the Landscape Changes

Converting to multi-family offices is just one of many options.

By nature, each single family office (SFO) is unique, serving a range of functions from investment strategy and implementation to family management and more. Devising the precise approach and design for each SFO is crucial to ensure its success today and for future generations. 

The SFO faces a transformational time as it tries to continue to have the scale to provide additional and more sophisticated services amid a sea of compliance requirements and the rising cost of attractin

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