Family Offices:
The Single- & Multi-Family Family Offices Market
Recently Released!!!
Date Published: August 23, 2023
Summary PowerPoint Deck: 72 Slides
Reference PowerPoint Deck: 323 Slides
The purpose of this research is to provider readers with a comprehensive understanding of the single- & multi-family offices market, a market which is often confused with either fee-based financial advisors (RIAs) and/or private banks, leading to inaccurate conclusions. Tiburon offers separate research topics addressing the fee-based financial advisors (RIAs) & private banks markets. This research is part of Tiburon's broader coverage of financial advisors channels.
This research addresses the historical phases of family offices, including:
Date Published: August 23, 2023
Summary PowerPoint Deck: 72 Slides
Reference PowerPoint Deck: 323 Slides
The purpose of this research is to provider readers with a comprehensive understanding of the single- & multi-family offices market, a market which is often confused with either fee-based financial advisors (RIAs) and/or private banks, leading to inaccurate conclusions. Tiburon offers separate research topics addressing the fee-based financial advisors (RIAs) & private banks markets. This research is part of Tiburon's broader coverage of financial advisors channels.
This research addresses the historical phases of family offices, including:
- Old Money Phase
- Business Maturation Phase
- New Money Phase
- Single-Family Offices
- Multi-Family Offices
- Moderate Growth for Family Offices
- Fastest Growth in Multi-Family Offices
- Broadening of Services
- Ongoing Search for Technology Solutions
- International Opportunities
- Consolidation of Family Offices Market
Tiburon Member Access:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
