Interactive tool
Family Office Cost Estimator
Assemble a team and an operating stack; the estimator totals illustrative annual ranges — staff versus overhead — so you can see what drives cost before anyone is hired.
All ranges are rounded illustrative examples for a US family office — not compensation survey data, quotes, or advice. Real costs vary widely by city and complexity.
Total (low)
Total (high)
Staff share
Overhead share
| Line item | Low | High |
|---|
Worked Example — a Micro Family Office
A family office manager, a controller, and an executive assistant, plus a typical outsourced stack:
Total (low)$510,000
Total (high)$2M
Staff share$365,000–$720,000
Overhead share$145,000–$1.3M
| Line item | Low | High |
|---|---|---|
| Family Office Manager | $130,000 | $260,000 |
| Controller | $160,000 | $320,000 |
| Executive Assistant | $75,000 | $140,000 |
| Office space & operations | $30,000 | $250,000 |
| Portfolio reporting / consolidation software | $15,000 | $120,000 |
| Accounting / general-ledger systems | $5,000 | $60,000 |
| Cybersecurity tooling & monitoring | $10,000 | $80,000 |
| Outside tax preparation & CPA fees | $25,000 | $200,000 |
| Outside legal counsel | $40,000 | $300,000 |
| Insurance program (P&C, umbrella, D&O, cyber) | $20,000 | $250,000 |
Illustrative educational ranges only — actual compensation and vendor costs vary widely by city, asset mix, and complexity. Not a quote, survey, or advice.
The Same Services, Shared: Multi-Family Office Pricing
The estimator above prices an office you own. In a multi-family office, several families share one platform and each pays a fee — typically asset-based — instead of carrying the whole budget. Illustrative examples:
| Assets under advisement | Illustrative annual MFO fee | Implied rate |
|---|---|---|
| $25M | $75,000 – $250,000 | 0.30% – 1.00% |
| $50M | $125,000 – $400,000 | 0.25% – 0.80% |
| $100M | $200,000 – $650,000 | 0.20% – 0.65% |
| $250M | $375,000 – $1.25M | 0.15% – 0.50% |
Illustrative educational ranges only — real MFO pricing varies widely by scope, and quotes often exclude underlying fund and manager fees, tax preparation, or specialty projects billed separately. Virtual and outsourced models price similarly: fees for coordination instead of a payroll you own.