A Tax-Efficient Alternative to Multi-Family and Single-Family Offices
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This article examines the rise of the fractional private office (FPO) as a new model serving ultra-high-net-worth families who fall between the traditional multi-family office (MFO) and single-family office (SFO) structures. These “in-between” families often face complex financial needs that exceed MFO capabilities but do not justify the cost and infrastructure of a dedicated SFO. The FPO model addresses this gap by offering institutional-quality services through a more efficient and flexible structure.
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About Investments & Wealth Review
Investments & Wealth Review is a bimonthly magazine, written by award-winning authors from academic institutions and leading financial firms. Immerse yourself in current industry news and thought-provoking articles on the investment, legal, regulatory, business development, retirement, and wealth management topics that matter most to you and your clients.
