skip to Main Content
Your Values. Your Vision. Your Goals.®

22 Roles of a Family Office

Your family office is made up of the people who make your family’s major financial decisions, and those who support them. We have identified at least 22 roles of an effective family office. As you watch to days 55 seconds, you may want to ask yourself:

  • Who is responsible for my family office?
  • How engaged are the members of my family in our family’s process?
  • Which roles are most important to me and my family?

Every family office is personalized to enrich the lives of each and every family member today and for generations to come.


What the heck is a family office?

In the words of Rick Flynn: If you’ve seen one family office, you’ve seen one family office. They’re as functional or dysfunctional as each family.

A family office is an extension of your kitchen table, where real decisions are made and true communication happens. Sure, it’s about money, but there’s much more to it than that.

We’ve identified 22 roles to ensure your family enterprise continues for generations. It’s an intricate system of controls, education, banking, governance, and conflict resolution.

A place for risk management, investment decisions, tax planning, wealth transfer, philanthropy, and administration. It can also act as a protector, negotiator, implementer, emissary, communications hub, and historian.

Every family office is personalized for the sole purpose of enriching the family and the lives of its members.

view all videos
Back To Top