Who it's for
Families with several generations, entities or advisors to coordinate, and families who want one team to see everything and keep the pieces working together.
What we coordinate
- Investment management across family members, trusts and entities.
- Financial and tax planning, working with your CPA.
- Trust and estate planning, working with your attorney.
- Charitable giving and family foundations.
- Consolidated reporting for the whole family.
- Banking, lending and cash management.
- Family meetings and preparing the next generation.
Single-family office or multi-family office?
A single-family office is a private company that serves one family; it typically makes sense only for very large fortunes because the family bears the full cost of the staff. A multi-family office shares that expertise across many families, which is how Commons Capital has worked since 2009.
Common questions
Do you replace our CPA and attorney?
No. We work alongside them, bring them the numbers they need and make sure their advice is carried through.
Do I need a family office?
If you have more advisors than you can easily coordinate, or decisions in one area keep surprising another, family office services are worth a conversation. See What is a multi-family office and do I need one?