The Single-family office
1. What experience do you have starting a family office?
2. Have you dealt with family issues before?
3. What experience do you have dealing with different investments?
4. Who are your references?
5. How deep is your professional contact list?

The Multifamily office
1. What are the core competencies in your firm?
2. What is your experience dealing with my level of wealth?
3. How often do you deal with external advisors?
4. What steps do you take to make sure my records remain confidential?
5. Do you take a portion of the commissions charged on any investment products?


Illustration by Linda Fountain