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Look before you leap: Six questions you must consider before becoming a multifamily office

Taking the attitude that any client with $25 million is a good client leads to trouble

Author Janelle Sallenave, Guest Columnist March 9, 2010 at 5:58 AM
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Janelle Sallenave: Stay focused on your ideal client profile by taking plenty of time to get to know prospective family clients.

Women of Wealth Management

Sandor Cora

Sandor Cora

August 7, 2012 — 9:18 PM

Unfortunately these essential 6 steps are not taken by most of the new companies claiming to be a family office. Especially wealthy families which do not have a lot of experience with wealth management as they have always had their wealth locked up in in their family business, face a big challenge finding a proper family office once they need to manage their bankable wealth after selling their family business. So far there is only one company in the world assisting these kind of families in finding a proper family office (see: http://www.switzerland-family-office.com ). The majority of new family offices are former bankers which claim to be a family office as they know this service is 'in fashion’. They only start looking around to offer additional services once asked by a client, but in most cases this is not done professional. This is not a good development for the high quality family office business.

Candy Barto

Candy Barto

September 1, 2016 — 1:39 PM

Helpful ideas – Coincidentally if people a AU Form 16 , my boss filled a fillable form here “http://pdf.ac/a1pFXo”

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