Inhoudsopgave
Waarom een family office?
Een family office ondersteunt de (financiële) doelstellingen en wensen van een vermogende particulier, familie of familiebedrijf. Het is een gespecialiseerd bedrijf dat namens een familie(bedrijf) meedenkt en acties uitzet.
Hoeveel family offices zijn er in Nederland?
Van dit type kantoren gericht op één familie telt ons land er ongeveer veertig. Op het aantal multi family-offices laat zich lastiger een getal plakken; ze noemen zich niet altijd zo en de aard van de aangeboden dienstverlening loopt zoals gezegd sterk uiteen.
What are’family offices’?
What are ‘Family Offices’. Family offices are private wealth management advisory firms that serve ultra-high- net-worth investors. They are different from traditional wealth management shops in that they offer a total outsourced solution to managing the financial and investment side of an affluent individual or family.
What is the difference between a family office and wealth management?
That is, a family office performs centralized management or oversight of investments, tax planning, estate planning, and philanthropic planning. But, if that is all an organization is doing for the families it serves, it seems proper to call the entity a wealth management firm and not a family office. Which brings up an important point.
What are the benefits of a family office?
For example, many family offices offer budgeting, insurance, charitable giving, wealth transfer, and tax services. Family offices provide a broad spectrum of private wealth management services to one or a small number of ultra-high-net-worth families.
What is the difference between a PA and a family office?
Sometimes the family office can be essentially a PA service. The family needs someone to help them with their daily needs (which can be anything from drafting letters to arranging flights and accommodation to walking the dog) and the Personal Assistant is at their beck and call. In this instance the family office is essentially a convenience.