What are family office services?

Family office services cover the work a private family office performs for one wealthy family: managing investments, coordinating tax and estate strategy across entities, consolidating reports from every custodian and manager, coordinating payments of bills, and administering the details of significant wealth. A multi-family office such as Yale Capital provides that same staff and structure to a small group of families, each paying a fraction of the cost of maintaining its own office.

What is the minimum to work with Yale Capital?

New relationships generally begin at $10 million in investable assets. We find that is the level where our family office model creates the most value: direct senior-team attention, consolidated oversight, and coordinated tax and estate strategy across every entity.

Family office services, without building one from scratch.

Yale Capital manages the office your family would otherwise have to staff: investments, tax strategy, estate coordination, reporting, and daily administration, under one roof.

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What we handle

Investment management.

We manage portfolios built on the endowment model and judge them on after-tax results.
Tax strategy coordination.

We coordinate with your CPA and attorneys across every entity, trust, and state.
Estate and trust coordination.

We keep the estate plan current and make sure the portfolio follows it.
Consolidated reporting.

We report every account and entity in a single comprehensive report.
Bill pay and administration.

We manage the daily machinery: coordinating bill payment, wires, escrow, and cash management through your custodian.
The next generation.

We help you prepare children and grandchildren for what they will inherit.

Our core expertise

$5.5 billion

AUM
5:1

Family-to-employee ratio
2004

Independent since
100%

Client assets from high-net-worth families

AUM as of September 2026.

Do you need to build a family office to access one?

No. Managing a family office requires investment professionals, accountants, and reporting staff, as well as possible licenses and overhead before any services are performed. Families who need complex tax and estate planning and investment services without the complexity of establishing their own office use the services of a multi-family office (MFO) instead. You get the same coverage from a team that already exists, and you avoid the inefficiencies and uncertainties inherent with establishing a family office from scratch.

If your family already operates an office and needs an investment partner rather than a full staff, see how we work with family offices.

Common questions

What are family office services?

Family office services cover the work a private family office performs for one wealthy family: managing investments, coordinating tax and estate strategy across entities, consolidating reports from every custodian and manager, coordinating payments of bills, and administering the details of significant wealth. A multi-family office such as Yale Capital provides that same staff and structure to a small group of families, each paying a fraction of the cost of maintaining its own office.
What is the minimum to work with Yale Capital?

New relationships generally begin at $10 million in investable assets. We find that is the level where our family office model creates the most value: direct senior-team attention, consolidated oversight, and coordinated tax and estate strategy across every entity.