Lessons Learned After 25 Years of Family Office Management

Lessons Learned After 25 Years of Family Office Management

The advisor’s role has expanded to keep pace with changing demands and requirements

To many people in the financial services industry, it seems that the family office (FO) is a relatively new development in high-net-worth (HNW) wealth management. Yet, more than a century ago, in 1882, the Rockefeller family established one of the first FOs, choosing to consolidate their wealth management needs into one centralized organization. 

Today, according to a survey done by Family Weal

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