Family Office

Business, Legal & Accounting Glossary

Definition: Family Office

Quick Summary of Family Office

A Family Office is a private wealth management advisory firm that offers a comprehensive collection of services to ultra-high-net-worth investors. All financial and investment activities can be handled by family offices, such as budgeting, charitable giving, estate planning, portfolio management, retirement planning, tax planning, and wealth transfer services. Family offices are able to provide a complete outsourced solution to their clients, which is what sets them apart from traditional wealth management firms.

Cite Term

To help you cite our definitions in your bibliography, here is the proper citation layout for the three major formatting styles, with all of the relevant information filled in.

Page URL
Modern Language Association (MLA):
Family Office. Payroll & Accounting Heaven Ltd. September 24, 2021
Chicago Manual of Style (CMS):
Family Office. Payroll & Accounting Heaven Ltd. (accessed: September 24, 2021).
American Psychological Association (APA):
Family Office. Retrieved September 24, 2021, from website:

Definition Sources

Definitions for Family Office are sourced/syndicated and enhanced from:

  • A Dictionary of Economics (Oxford Quick Reference)
  • Oxford Dictionary Of Accounting
  • Oxford Dictionary Of Business & Management

This glossary post was last updated: 26th April, 2020 | 13 Views.