When to Consider a Family Office: A Practical Framework

The term "family office" is used loosely — and often aspirationally.

A single-family office (SFO) generally requires a minimum of $100–200 million in investable assets.

A multi-family office (MFO) serves multiple families under one roof.

The core services a family office provides go beyond investment management.

At Meridian, we serve as a primary advisory partner for families who benefit from family office-level service without the infrastructure cost.