Multi-Family Office Advisory
We advise families on accessing or structuring multi-family office arrangements — providing the frameworks for shared services, governance architecture and service design that serve multiple families efficiently.
MFO Advisory Scope
- MFO service model assessment & selection
- Governance framework for multi-family structures
- Service level agreement & scope design
- Fee model & cost sharing framework
- Investment oversight across multiple families
- Family privacy & conflict management
Our Advisory Services
MFO Structure Assessment
We assess whether a multi-family office model is appropriate for your family — based on wealth scale, complexity, service needs and appetite for a shared platform — and advise on how to access or structure the right arrangement.
Governance Framework Design
Multi-family governance requires clear rules for decision-making, conflict management and client priority. We design governance frameworks that protect each family's interests while enabling the shared platform to operate efficiently.
Service Level Architecture
Defining exactly which services are provided, to what standard, with what reporting cadence and at what cost — for each family in the MFO. We design SLA frameworks that are fair, transparent and enforceable.
Fee & Cost Sharing
Advisory on fee models — retainer, AUM-based, service-by-service or hybrid — and cost allocation between families. Transparency in cost sharing is essential to trust in any multi-family arrangement.
Investment Oversight Framework
Design of the investment governance model for a multi-family structure — shared mandate parameters, individual family customisation, manager selection and oversight, and performance reporting per family.
Privacy & Conflict Management
In a multi-family environment, information barriers, conflict of interest protocols and privacy frameworks are essential. We design these safeguards before they are needed — not after a problem arises.
Built for Real Outcomes
The multi-family office model offers genuine economies of scale — professional infrastructure, specialist expertise and investment access that would be unaffordable for a single family to replicate independently.
The risk is that in a shared environment, individual family interests can be subordinated to operational efficiency. Our advisory is designed to ensure that any multi-family arrangement you enter serves your interests — not just the platform's.
MFO Models We Advise On
- Established MFO provider — UAE, UK, Switzerland, Singapore
- Family-cluster MFO — two to three related families together
- Embedded MFO — within a private bank or wealth manager
- Virtual MFO — coordinated specialist network with shared governance
- Founder-led MFO — one principal family with associated families
- Professional MFO — institutionally run multi-family platform
Evaluation Criteria
- Governance & conflict management quality
- Fee transparency & total cost of ownership
- Investment performance & manager quality
- Service breadth & customisation capability
- Technology & reporting quality
- Regulatory status & oversight
What We Deliver
- MFO model selection advisory
- MFO provider due diligence report
- SLA review & negotiation support
- Governance framework for new MFO
- Fee transparency analysis
- Onboarding advisory
How We Work
Family Assessment
We assess your family's needs, wealth scale and service requirements against available MFO models.
Model Design
We design the MFO governance and service framework — or evaluate an existing MFO you are considering.
Due Diligence
We conduct due diligence on an existing MFO provider — governance, service quality, fee transparency.
Onboarding Advisory
We advise on the onboarding process — SLA negotiation, data sharing, reporting setup, governance alignment.
Frequently Asked
Ready to Explore the Multi-Family Office Model?
Our team advises on MFO selection, due diligence and governance design — protecting your family's interests in any shared platform arrangement.