A free 12-part series adapted from Richard C. Wilson's book How to Start a Family Office (V3, 2024). Read it in order, or jump to the part you need. Worksheets, events and the book are on the resources page.
- Part 1: Why Start a Single Family Office?Learn why families create single family offices, what a virtual office can do, and when to start building one.
- Part 2: Creating Your Family CompassPut your family's mission, values, goals, and operating policies in writing to guide decisions and carry priorities across generations.
- Part 3: Fundamentals of Creating a Single Family OfficeA practical guide to planning a single family office, from mapping family needs and choosing a location to operations, risk and governance.
- Part 4: Partners, Vendors & Service ProvidersHow to decide which family office services to keep in-house and which to outsource, from investment support to legal, IT and compliance.
- Part 5: Portfolio ModelsCompare five broad portfolio models and choose where your family office can invest with focus, conviction, and alignment with its goals.
- Part 6: Single Family Office GovernanceSet practical rules for decisions, money, hiring, family participation, and accountability in a single family office.
- Part 7: Family Office Public RelationsLearn how a family office can build a public presence while keeping the family name and activities private.
- Part 8: Single Family Office Talent SearchLearn seven ways to attract talent and why finding trusted senior people for a single family office can take years.
- Part 9: Single Family Office Operational ProcessesLearn the core daily work of a single family office, from screening deals and due diligence to portfolio monitoring and family reporting.
- Part 10: Building Your Deal Flow Totem PoleLearn five ways to source direct deals, focus your relationships, and build a practical deal sourcing plan for your family office.
- Part 11: Investment Committees and Advisory BoardsHow to structure a family office investment committee, set decision rules, and get useful outside advice from an advisory board.
- Part 12: The Future of the Single Family Office IndustryWhat may shape the single family office industry as it grows: education, professional teams, talent, regional networks, and regulation.
Educational only. Nothing on this site is investment, tax, legal, accounting or other professional advice, or a recommendation on any security, manager, structure or allocation. Speak with qualified professionals before acting.