In an effort to deliver world-class educational offerings, IMCA provides fresh, compelling, relevant content for the investment consulting and wealth management industry. These offerings are updated monthly and focus on four key topic areas: institutional consulting, wealth management, investment trends, and best practices. Return each month to explore the newest contributions.
Helping Families Transition from a Single-Family Office to a Multi-Family Office: Reasons, Risks, and Recommendations
Published in Investments & Wealth Monitor, September/October 2011
Many multigenerational families of wealth find themselves re-evaluating the future of their single-family offices. Family offices are faced over time with the same stresses and potential transitions that the wealth-creating business originally underwent in its own growth, development, and maturation. Just as the founding family business had to mature and develop organizational structure as it grew, the single-family office faces changing pressures as it struggles to handle the myriad complexities of a growing multi-household, multibranch, multigenerational family. Read the article.

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