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Specialism: Private Investment Offices Multi-family office
Company: Pepper International
Location: New York, USA
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$600mn virtual family office wins over multi or single family office selection
A family I am advising recently sold their family company for over $600 million. They were debating whether to join a Multi-Family Office or to set up their own Single Family Office. After an in-depth interview with an MFO, they realized that they could set up a Virtual Family Office which is a lean SFO using outsourced providers. This option gave them more privacy and tailored services than they would get from an MFO. They have decided to set up their a VFO and I am assisting them with this and rollout, acting as the External Chief Investment Officer to the family.