What is a Single Family Office (SFO), and what services does it provide?

A Single Family Office (SFO) is a private organization that manages the financial and personal affairs of one ultra-high-net-worth family. Services provided by an SFO can include wealth management, investment management, tax planning, estate planning, philanthropy, succession planning, risk management, and concierge services, all tailored to the unique needs and preferences of the family.

Updated on: 15/05/2024