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The Journal of Wealth Management

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A Family Office by Any Other Name…

Michael Zeuner, Maria Elena Lagomasino and Santiago Ulloa
The Journal of Wealth Management Winter 2014, 17 (3) 20-26; DOI: https://doi.org/10.3905/jwm.2014.17.3.020
Michael Zeuner
is a managing partner of WE Family Offices in New York, NY.
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  • For correspondence: michael.zeuner@wefamilyoffices.com
Maria Elena Lagomasino
is a managing partner and CEO of WE Family Offices in New York, NY.
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  • For correspondence: mel.lagomasino@wefamilyoffices.com
Santiago Ulloa
is a managing partner of WE Family Offices in Miami, FL.
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  • For correspondence: santiago.ulloa@wefamilyoffices.com
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Abstract

This article proposes an explicit definition for a family office that is role- (not services-) based. Despite the fact that the term “family office” has been co-opted by the traditional financial services industry in its marketing and positioning efforts, it may be unwise for a wealthy family to assume if they are seeking a true family office experience and set of services, they will receive it from a traditional wealth management firm just because it calls itself a family office. Rather than a list of services-based definitions, we use a definition of family office based on the role it plays for a wealthy family: a team of advisors that exclusively serves and represents the interests and agenda—broadly defined—of the family. The article discusses the different kinds of family office solutions available to wealthy families, how they can tell the differences, and why a traditional financial services company may not be able to provide a family office solution.

TOPIC: Wealth management

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The Journal of Wealth Management: 17 (3)
The Journal of Wealth Management
Vol. 17, Issue 3
Winter 2014
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A Family Office by Any Other Name…
Michael Zeuner, Maria Elena Lagomasino, Santiago Ulloa
The Journal of Wealth Management Oct 2014, 17 (3) 20-26; DOI: 10.3905/jwm.2014.17.3.020

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A Family Office by Any Other Name…
Michael Zeuner, Maria Elena Lagomasino, Santiago Ulloa
The Journal of Wealth Management Oct 2014, 17 (3) 20-26; DOI: 10.3905/jwm.2014.17.3.020
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  • Article
    • Abstract
    • WHAT IS A FAMILY OFFICE?
    • DIFFERENCES BETWEEN A WEALTH MANAGEMENT FIRM AND A DEDICATED FAMILY OFFICE
    • WHOM IS YOUR ADVISOR DOING BUSINESS FOR?
    • THE ROLE OF INVESTMENT DISCRETION
    • SINGLE FAMILY OFFICES FOR MULTIPLE FAMILIES
    • SHOULD MY FAMILY HAVE A FAMILY OFFICE?
    • SUMMARY AND CONCLUSION
    • ENDNOTES
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  • PDF (Subscribers Only)

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