PT - JOURNAL ARTICLE AU - Scott Welch AU - Jamie McIntyre TI - A Multi-Family Office (MFO) ‘Investment Manifesto’ AID - 10.3905/jwm.2015.17.4.009 DP - 2015 Jan 31 TA - The Journal of Wealth Management PG - 9--20 VI - 17 IP - 4 4099 - https://pm-research.com/content/17/4/9.short 4100 - https://pm-research.com/content/17/4/9.full AB - How should advisers and multi-family office (MFO) professionals serving investors and families be building portfolios and running their businesses? How can they help clients to achieve evolving goals and objectives and/or take advantage of industry trends? Are there “best practices” among successful, profitable, and fast-growing advisers that can be identified, analyzed, and adopted? This article is a summary of six available tools or solutions available to MFOs that can empower them to build portfolios and manage practices that are well-positioned to address the sophisticated and evolving demands of the HNW families of the future.TOPIC: Wealth management