Family Office Questions and Answers
602 answers in 6 categories to the questions families, founders, fund managers and family office staff ask us most, written by Richard C. Wilson from his books and talks. Each answer opens with a short direct answer, then the detail.
Six Categories
- Family offices 100 answers
What family offices are, what they cost, how they are staffed and how they invest, drawn from The Single Family Office and How to Start a Family Office.
- Starting or creating a family office 100 answers
The practical work of setting up a single family office: structure, budget, first hires, providers, policies and the first year.
- Capital raising 100 answers
How fund managers, sponsors and founders raise capital from family offices and other private investors, from targeting to closing.
- Family businesses 100 answers
Running, governing, growing and passing on a family business, and how it connects to the family office.
- Investing and allocating capital 100 answers
How family offices set policy, allocate capital and invest across funds, direct deals, real estate and private markets.
- Due diligence 102 answers
How family offices check deals, funds, sponsors and partners before they invest, and the red flags to watch for.