התרחיש
A multi-family office serves several wealthy families, requiring clear separation of investment, philanthropic, legal, and operational functions.
מה מופיע בתרשים הזה
פענחו את ההחלטות שמאחוריו.
01
Appoint a dedicated Family Governance Advisor to maintain family alignment
02
Separate investment analysis from tax planning to avoid conflicts
Use this structure when a family office grows beyond a single-family advisory and needs departmental oversight.