A multi-family office (MFO) is a private wealth management advisory firm that serves multiple families, typically high-net-worth individuals or families. MFOs provide a range of services designed to manage and grow wealth across generations.  This includes investment management, estate planning, tax optimization, philanthropy, and financial education.

 

Specializing in generational wealth transfer, these offices focus on ensuring that family wealth is preserved and effectively transferred to future generations. This involves creating comprehensive plans that address:

 

1. Estate Planning: Structuring assets to minimize tax liabilities and ensure smooth transfer.

2. Investment Management: Developing investment strategies that align with the family's values and long-term goals.

3. Education and Communication: Providing financial education to younger generations to prepare them for managing wealth responsibly.

4. Philanthropy: Helping families establish charitable foundations or initiatives which reflect their values and legacy.

5. Governance Structures: Creating family governance frameworks that facilitate decision-making and conflict resolution among family members.

 

By offering these services, MFOs aim to help families maintain their wealth and values over multiple generations while adapting to the changing financial landscape.

We assist in the ongoing operations of family wealth through consultation with our team of experts. From complex estates with integrated tax strategies to the ongoing management of intricate oil and gas opperations, we strive to keep families in control of their wealth through a diverse network of advisors. 

Familes who have been blessed with substantial wealth and desire multi-faceted assistance with management and protection of assets. At Charis MFO, we serve as a "lifestyle CEO" of generational wealth, allowing families to consistently maintain and grow their monetary legacy while continuing to live life to the fullest.