The Family Office: Is it for You?
Nov. 4, 2014 • 1–2 pm • Free
Kirby Rosplock, PhD
Founder & CEO,
Tamarind Partners, Inc.
There is tremendous interest in the family office concept. However, is it really for you? Kirby Rosplock, author of The Complete Family Office Handbook, shares insights from her latest pathways to a family office, their services, the various "hats" they may play and the differences between single family offices (SFO serves one blood family) versus multi-family offices (MFO serves many unrelated families) as well as helpful questions to consider as you assess your needs.
- The services rendered by family offices and their many roles or "hats"
- The inception, size, scale, and expense to operate a typical family office
- SWOT analysis of an SFO versus an MFO, and key questions to consider to determine which is right for you
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