Building a family office with outcomes in mindBY JEFF STEINER | VOLUME 3, ISSUE 1 We are often asked "how much money do you need before you establish your own Single Family Office?" The short answer, as with many questions in life, is "it depends." The question ... Get articles like this delivered to your email - Sign up for the free monthly newsletter  More Articles |
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Cover Story
Skin in the game
CARMELO VIOLA
EXECUTIVE CHAIR, PARTNER, MANAGING DIRECTOR
VIOLA PRIVATE WEALTH
EXECUTIVE CHAIR, PARTNER, MANAGING DIRECTOR
VIOLA PRIVATE WEALTH
Viola Private Wealth executive chair, founding partner, and adviser Charlie Viola has worked hard to build his personal brand, and it shows. Viola's face is plastered across financial services media. This ubiquity, however, isn't without rhyme or reason. Andrew McKean writes.
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Good article. We also experience that wealthy families have difficulty in finding out what their needs are and what important is to them.
Once the decision is made for multi-family office services, or only one or more outsourced services, it is still very important to select the right provider for those services. Here we often experience that no every multi-family office is capable to deliver all services and providers execute the same type of services in a completely different manner. Having the right guidance at this stage of the process is also extremely important.