GIVING The Best To your Family For

Today & Tomorrow

A rooftop for all
your family needs

A rooftop for all your family needs

What is a Multi Family Office ?

While there is no universally accepted definition, a multi family office can generally be described as an entity that supports the complex financial needs of a specific family and acts as their "chief advisor".

Multi Family offices typically provide personalized services, technical expertise, creative business leadership and day-to-day management of financial affairs. Some liken the family office to a family's "back office" for all product and service providers and professional advisor's, providing advocacy for the family's best interests while serving to strengthen the family's mission and legacy.

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Why do you need one ?

As your family's assets continue to grow, either gradually or as the result of a significant liquidity event, and your life becomes more complex, you may find it beneficial to consolidate your needs with a multi family office.

A multi family office can also provide invaluable support and assistance in such areas as educating next-generation members on the responsibilities of wealth, transfer of wealth to next generation, multi generation planning and philanthropy planning.

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FAQ

What is a Multi Family Office ? While there is no universally accepted definition, a multi family office can generally be described as an entity that supports the complex financial needs of a specific family and act as their "chief advisor."

Multi Family offices typically provide personalized services, technical expertise, creative business leadership and day-to-day management of financial affairs. Some liken the family office to a family's "back office" for all product and service providers and professional advisors, providing advocacy for the family's best interests while serving to strengthen the family mission and legacy.

Yes—there are two main types of family offices:- Single-Family Office (SFO)—set up to serve the needs of an individual family. Research by the Family Office Exchange (FOX) indicates that in most cases, it makes financial sense for a family to start and staff their own family office only if they have liquid wealth in excess of $ 50 million. Multifamily Office (MFO)—which serves the needs of more than one family, combining resources and sharing costs for efficiency.

Wealthy families use multi family office for many reasons. Sometimes a liquidity event such as the sale of a family-owned business triggers the need to manage complex intergenerational issues. Other goals include

  • Having one centralized source of information for all the family’s financial matters.

  • Pooling purchasing power across a family group.

  • Having a dedicated team of professionals who address family goals in a confidential manner.

  • Ensuring continuity from generation to generation on issues of family heritage, family trusts, family values and family philanthropy.

  • Having access to professional advisors who can educate family members about the responsibilities of wealth.

You may find that outsourcing your wealth management gives you even greater control. Rather than having to spend time overseeing the family office, Alpha Capital gives you more time to focus on other priorities in your life. Multifamily offices are also likely to have detailed security processes in place regulatory audits, financial audits, managerial risk assessments and more to protect your interests and provide you with complete oversight of your accounts. And as your needs change, you have more flexibility to quickly add, eliminate or modify services than you would do otherwise.

Unlike other firms, Alpha Capital can integrate your current advisors along with leading third-party professionals and our own internal specialists and work together as one unified team. This approach gives you the opportunity to choose best-of-class providers for every aspect of your wealth management strategy.

We know that time is one of your most precious commodities. So we look to simplify the investment planning process by integrating all aspects of your financial life – tax, estate and investments—into a single comprehensive plan that addresses each facet of your unique wealth management requirements. Our investment advisory approach is not a one-time event, but rather an ongoing process that involves rigorous and disciplined manager selection, oversight, and evaluation for all asset classes. We then implement your strategy in close collaboration with your existing trusted advisors to strive for maximum estate benefits and tax efficiencies.