White Papers Resources from industry thought leaders

How Multi-Family Offices Meet the Needs of the Ultra-Affluent

September 19, 2023 | Charles Schwab

It’s no secret: being an independent Registered Investment Advisor means having the freedom to always do what’s right for your clients. With ultra-affluent clients, extra special attention and resources are needed. Enter the Multi-Family and Single-Family Office. Through a broader suite of services and expertise, these firms help families oversee their entire financial lives while preserving their privacy, objectivity, and access to solutions. And there’s a growing need for more.

“In this industry, the more solutions you provide, the happier and more satisfied clients are, and the more willing they are to provide introductions to you.” Shannon Kennedy, Global President at BMO Family Office.

To see what it takes to build the Multi-Family or Single-Family Office you’re dreaming about, and what the future has in store, download this white paper with comprehensive perspectives, model breakdowns, and more.

Charles Schwab

Contact Us


To download the White Paper, please provide the following information:

By filling out this form, you acknowledge that the data you have provided on this screen will be provided to the sponsor of this white paper Charles Schwab, and Charles Schwab may contact you in the future. You may opt-out of communications from the sponsor at any time.

For more information on submitting your thought leader White Paper contact: [email protected]