Whitepapers

Transitioning from a Registered Investment Advisor to a Multi-Family Office

Transforming a registered investment advisory (RIA) business into a multi-family office (MFO), with fewer but potentially far more profitable clients, can be quite compelling. But it isn’t as simple as changing your signage or business card. This paper explores the important distinctions between a traditional RIA business and MFOs, and some of the big challenges in making the transition.

Transitioning from a Registered Investment Advisor to a Multi-Family Office

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