Publications
Author / Peter Lu‧呂旭明會計師、Max Lu‧呂嘉昕信託師
U.S. Trust and Estate Planning 美國信託規劃實務(英文部分)
Chapter 5 The Rise of the Global Family Office
How is a Family Office different from a Multi-Family Office?
A Single-Family Office (SFO) and a Multi-Family Office (MFO) are both entities designed to manage the wealth and financial affairs of families, but they differ in structure, clientele, and the range of services offered. Here are the key differences:

In essence, the primary difference lies in the number of families served, the level of personalization, the proficiency of entity employees, and the total annual operating expenses. A Single-Family Office is highly bespoke, while a Multi-Family Office leverages economies of scale to provide cost-effective yet comprehensive services to multiple families.