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Research and plain-English guidance from the Yale Capital team on the questions our families actually face: selling a business, concentrated stock, taxes, and wealth that spans generations.
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3 articlesHow much money do you need for a family office?
A dedicated single-family office is generally a several-hundred-million-dollar undertaking: advisers who help families set them up put the practical starting point near $500 million.
Family OfficesSetting up a family office: build one or partner with one
Families asking how to start a family office have two options once they have decided the model is right for them: start a dedicated single-family office by hiring a team inside an entity the family owns, or partner with a multi-family office that already employs the team and operates the systems.
Family OfficesFamily office vs. wealth management: which is a better fit for you?
Traditional wealth management typically focuses on a client's portfolio: allocating investments, planning around them, and reporting results.
Glossary of wealth management terms
Plain-English definitions: family office, multi-family office, liquidity event, concentrated stock position, exchange fund, QSBS, and more.
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