Understand family offices — and how to build one.
Menu
What Is a Family Office? 🛠 Family Office Builder Learn News
Family Offices Overview Single Family Office Multi-Family Office Micro Family Office Costs Comparisons
Build How to Build — Step by Step Organizational Structure Roles & Staffing ✓ Checklist Cost Estimator Maturity Model
Investing Overview Direct Investing Policy Statements Due Diligence
Operations Overview Accounting Technology Cybersecurity
Governance Overview Estate Planning Tax Management Philanthropy
Industry Directory Resources Literature Glossary Careers
Tools & AI Ask the Data AI Agents API ★ Saved
About About us Contact Disclaimer
Your view
🛠 FAMILY OFFICE BUILDER

Twelve questions — an example structure, org chart, and cost band.

API GATEWAY

Free read-only JSON access to the site's guides, glossary, and tools.

Dark mode
Theme

🧭 Guided View
New to markets — prices, yields, YTD, market cap? We explain every term as you browse, in plain English. Same data, with the help built in.

⚡ Expert View
You already know the market. Just the data — clean, fast and compact, with no extra explanations. This is the default view.

Interface language
← Back
The bookshelf

The Family Office Literature

The books worth reading on family offices and family wealth — real titles by real practitioners, from the standard handbook to the governance classics. Links are verified automatically.

The Complete Family Office Handbook: A Guide for Affluent Families and the Advisors Who Serve Them (2nd Edition) — book cover

Featured

The Complete Family Office Handbook: A Guide for Affluent Families and the Advisors Who Serve Them (2nd Edition)

by Kirby Rosplock, PhD · Foreword by James E. Hughes Jr.

Wiley2nd Edition2020ISBN 978-1-119-69400-7

The standard end-to-end practitioner's guide to establishing and running a family office — from purpose and structure to staffing, investments, and governance.

What it covers

  • Defining the family office — and honestly assessing whether you need one
  • Single- and multi-family office models, structures, and services
  • Staffing, compensation, and what to outsource
  • Investment management, governance, and risk
  • Succession, wealth transfer, and preparing the next generation

Written for affluent families, founders after an exit, and the advisors who serve them — the closest thing the industry has to a standard text.

View on Amazon ↗

Link verified Aug 10, 2026

The Shelf

2004
Family Wealth: Keeping It in the Family ↗ — James E. Hughes Jr.

The classic argument that a family's true wealth is human and intellectual capital — the philosophical foundation many family offices cite.

2018
Wealth of Wisdom: The Top 50 Questions Wealthy Families Ask ↗ — Tom McCarthy & Hartley Goldstone (eds.)

Fifty leading advisors each answer one hard question wealthy families actually ask.

2013
Strangers in Paradise: How Families Adapt to Wealth Across Generations ↗ — James Grubman

The immigrant-to-wealth metaphor: how families acclimate to affluence without losing themselves.

2012
The Cycle of the Gift: Family Wealth and Wisdom ↗ — James E. Hughes Jr., Susan Massenzio, Keith Whitaker

How to give within families in ways that strengthen rather than weaken recipients.

2014
The Voice of the Rising Generation ↗ — James E. Hughes Jr., Susan Massenzio, Keith Whitaker

Why next-generation members disengage, and how families keep their voices alive.

2015
Family Trusts: A Guide for Beneficiaries, Trustees, Trust Protectors, and Trust Creators ↗ — Hartley Goldstone, James E. Hughes Jr., Keith Whitaker

Making trusts humane: the relationships behind the documents.

2023
Wealth 3.0: The Future of Family Wealth Advising ↗ — James Grubman, Dennis T. Jaffe, Kristin Keffeler

A call to move family-wealth advising from fear-based narratives to positive psychology.

2020
Borrowed from Your Grandchildren: The Evolution of 100-Year Family Enterprises ↗ — Dennis T. Jaffe

Lessons from long-lived family enterprises on governance and generational transitions.

2022
The Myth of the Silver Spoon: Navigating Family Wealth and Creating an Impactful Life ↗ — Kristin Keffeler

For inheritors: turning the weight of wealth into agency and purpose.

Listings are informational, not endorsements, and links are provided for reference — most titles are available from many sellers and libraries. Report a broken link via the contact page.
Resources

Reports, associations, conferences, podcasts, and education programs.

Learn

The site's own library of plain-English guides.

Glossary

Family Offices

What Is a Family Office?Do You Need a Family Office?Single Family Office (SFO)Multi-Family Office (MFO)Micro Family OfficeWhat a Family Office CostsWhy Family Offices Exist

Build a Family Office

How to Build a Family Office From the Ground UpStep 3: The Organizational StructureStep 4: Internal vs. Outsourced (Build vs. Buy)The First 90 Days: Turning the Lights OnStep 1: Define the Family Office's PurposeStep 2: Inventory the Family's AssetsStep 5: Hire the Core Team

Investing

How Family Offices InvestDirect InvestingAsset Allocation for Family CapitalThe Investment Policy Statement (IPS)Liquidity, Concentration, and RiskPublic Markets: Equities and Fixed IncomeReal Estate in the Family Portfolio

Operations

Family Office AccountingFamily Office TechnologyFamily Office CybersecurityConsolidated Reporting: One True Net WorthBill Pay, AP, and Financial ControlsFamily Office Software, Category by CategoryBanking, Custody, and Treasury

Governance & Estate

Family GovernanceEstate Planning and Wealth TransferHow Family Offices Manage TaxPhilanthropy and the Family OfficeThe Family ConstitutionSuccession: The Office After the FounderPreparing the Next Generation

Industry

Careers in Family OfficesHow the Family Office Industry Is ChangingFamily Offices and Regulation

Roles & Staffing

Family Office Roles & Staffing, MappedFamily Office CEO / President / Managing DirectorChief Investment Officer (CIO)Portfolio Manager / Investment DirectorAsset Manager (Real Assets)Chief Financial Officer (CFO)Controller

Comparisons

Single vs. Multi-Family OfficeFamily Office vs. Wealth ManagerFamily Office vs. RIAFamily Office vs. Private BankFamily Office vs. Financial AdvisorFamily Office vs. Hedge FundFamily Office vs. Private Equity Firm