Mythbusters
Myth: A family office is only for billionaires.
A family office or private foundation claim examined in plain English.
A full in-house SFO may require enormous scale, but the coordination disciplines—mapping, governance, advisor alignment, risk management and next-gen education—can be adapted to smaller complex families.
The claim
A family office is only for billionaires.
The reality
A full in-house SFO may require enormous scale, but the coordination disciplines—mapping, governance, advisor alignment, risk management and next-gen education—can be adapted to smaller complex families.
Sources and research trail
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