The architecture of
multigenerational wealth.
We document the structural realities, operating costs, and governance frameworks of top-tier single family offices. No vague platitudes. Just the mechanics of institutionalizing private capital.
(Management)
(Assets)
1. Structuring
Should you establish a C-Corp, LLC, or Private Trust Company? We break down the tax implications, jurisdictional advantages (Delaware vs. South Dakota), and regulatory exemptions (e.g., the SEC Family Office Rule).
Explore Structuring2. Operations
What does a $500M AUM family office actually cost to run? We provide detailed benchmarks for executive compensation (CIO, CEO), tech stack licensing (Addepar, PCR), and outsourced vs. in-house modeling.
View Benchmarks3. Governance
Wealth rarely survives the third generation without strict governance. Learn how to construct an investment committee, draft an investment policy statement (IPS), and separate family dynamics from capital allocation.
Read Governance FrameworksInteractive Tools
View all tools →SFO Setup Cost Estimator
Input your AUM and desired in-house capabilities to model year-one capital requirements versus ongoing operational expenses.
SEC Exemption Checker
Evaluate whether your planned structure qualifies for the SEC Family Office Rule exemption based on client types and ownership.