Shared Family Offices

A shared family office model where multiple high-net-worth individuals pool resources to create a professional wealth management structure, making family office services accessible at lower wealth thresholds.

Key Components:

• Wealth Threshold Structure:

  • Traditional single family office: $100M+ in assets
  • Shared model: $40-50M range with 3-4 families
  • Small-scale version: Even possible with low 8-figures when sharing costs

• Cost Efficiency Benefits:

  • Share expenses of full-time staff
  • Split costs of professional services
  • Makes professional wealth management accessible at lower wealth levels

• Key Services:

  • Investment management
  • Deal flow analysis
  • Financial modeling
  • Due diligence
  • Bookkeeping
  • Personal assistance

• Success Example:

  • Case study of individual with low 8-figures
  • Hired 2 hedge fund professionals
  • Achieved significant returns (mentioned "100x" on some investments)
  • Leveraged network for deal flow
  • Focused on proper deal analysis and vetting

• Value Proposition:

  • Access to professional wealth management typically reserved for ultra-high net worth
  • Better deal analysis and execution
  • Time savings for wealthy individuals
  • Shared expertise and resources
  • Tax efficiency benefits