What is a Boutique Family Office™?

Generational Wealth Navigation: Strategic Wealth Alpha GPS™

Table of Contents

Understanding the Boutique Family Office™

  • Brief History of Family Offices
  • What is a Single-Family Office (SFO)?
  • What is a Multi-Family Office (MFO)?
  • What is a Boutique Family Office™?
  • What are the benefits of a Boutique Family Office™?
  • Why Use a Boutique Family Office™?

Brief History of Family Offices

Family offices originated in 1700s Europe to manage aristocratic wealth and provide centralized financial advice. By the late 19th century, industrialists like J.P. Morgan and John D. Rockefeller developed the modern family office to protect and grow their wealth. Today, family offices provide services such as tax planning, estate management, and philanthropy, helping families preserve wealth for future generations.

What is a Single-Family Office (SFO)?

A Single-Family Office (SFO) manages the wealth of one family, providing personalized services like investment management, tax strategy, estate planning, philanthropy, and risk management. Due to high operational costs, SFOs are typically feasible for families with $100 million or more in net worth.

What is a Multi-Family Office (MFO)?

A Multi-Family Office (MFO) serves several families, offering services similar to an SFO, including investment management and estate planning, but at a shared cost. Managed by financial institutions or advisory firms, MFOs provide access to advanced investment opportunities but may offer less exclusivity than an SFO. They typically require at least $25 million in investable assets.

What is a Boutique Family Office™?

Our Boutique Family Office™ replicates the holistic advice model of a Single-Family or Mult-Family Office, traditionally reserved for the ultra-wealthy, without requiring $25–$100 million in assets. We collaborate with a network of professionals—wealth managers, CPAs, estate planners, and attorneys—to harmonize every aspect of your financial life. This includes investment management, estate planning, proactive tax planning, business exit strategies, succession planning, and asset protection, ensuring you have the tools to navigate life’s challenges and opportunities.

What are the benefits of a Boutique Family Office™?

1. Exclusive Wealth Strategies: Access financial benefits and expert advice typically reserved for the ultra-wealthy, now available to clients with $500K or more in investable assets.
2. Collaborative Expertise: Benefit from a team of vetted specialists working together to create
a comprehensive, holistic financial plan tailored to your family's goals. 3. Cost-Effective: Enjoy significant savings through transparent, flat-fee pricing. You will receive all the “extras” for the price of a typical financial advisor.
4. Increased Convenience & Comfort: Virtual advising eliminates travel time and offers flexible scheduling, allowing clients to connect from the comfort of their own homes or any preferred location. 5. Expanded Access & Faster Response: Virtual advising opens access to a broad pool of specialists and ensures quicker response times, addressing client needs within hours rather than days.

Why Use a Boutique Family Office™?​

  • The Boutique Family Office™ provides personalized care typically reserved for ultra-wealthy families, offering holistic financial oversight at a fraction of the cost. With access to exclusive investment opportunities and proactive service, a dedicated team ensures your financial well-being and legacy are always prioritized.
  • Our SWAG process covers seven core areas: Retirement Income Management, Social Security Optimization, Proactive Tax Management, Investment Management, Long-Term Care Planning, Insurance Strategies, and Estate Planning. These services are integrated into one cohesive plan to maximize value, or Alpha, across your entire financial life.
  • We leverage a virtual network of professionals, reducing operational costs while providing the high level of service typically reserved for ultra-wealthy families
  • Through the SWAG process, families gain access to private investments and institutional-quality opportunities, offering superior strategies that align with long-term goals.
  • The Boutique Family Office™ is adaptable, scaling services as your needs evolve. Whether it’s planning a business exit or adjusting for market changes, we ensure your financial plan remains aligned with your goals.
  • With real-time financial tools, transparent reporting, and tax forecasting, we ensure your strategy is optimized for current performance and future success.

How Do I Get Started with a Boutique Family Office™?

Contact us today to discover how our Boutique Family Office™ and proprietary Strategic Wealth
Alpha GPS™ can guide your family to financial success, preserve your wealth, and protect your
legacy for generations to come