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Family office

An entity managing the wealth of one family (single-family) or several (multi-family). Private by design, fast-deciding, and reached almost entirely through introductions.

Family office — An entity managing the wealth of one family (single-family) or several (multi-family). Private by design, fast-deciding, and reached almost entirely through introductions.

The distinction between single-family and multi-family offices matters enormously for fundraising purposes — a single-family office can be genuinely idiosyncratic and fast-moving, reflecting one principal's convictions, while a multi-family office behaves more like a small institution with a formal process.

Frequently asked questions

What's the difference between a single and multi-family office?

A single-family office manages one family's wealth and can be highly idiosyncratic; a multi-family office serves several families with a more institutional process and investment committee.

How do you get access to a family office?

Almost entirely through introductions, existing investors, or trusted intermediaries — family offices are deliberately private and rarely respond to unsolicited approaches.

Nothing on this page is legal, tax, or investment advice. SeRuM is not a registered broker-dealer, not a placement agent, and not an investment adviser.

AllocatorAn institution or individual that allocates capital to external managers — pensions, endow Anchor investorAn investor committing early and at size, usually for preferential terms such as a fee dis Co-investmentDirect investment alongside a fund into a specific deal, usually with reduced or no fees.

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