Welcome to Family Office Match™

Our goal is to match vetted professionals and service providers to HNW and UHNW single-family and multi-family offices.

HNW Focused

Focused on single-family and multi-family offices and those who serve their needs.


Unique Matching Service connects vetted professionals and service providers with high net worth individuals and families.

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Source for financial industry news, trends, opinions, and updates.

Wealth Management Strategies for Corporate Executives

Article by Morgan Stanley and provided courtesy of Morgan Stanley Financial Advisor Mark Persaud.

Mark Persaud, Financial Advisor, Author

You have worked hard to build a comfortable life for yourself and your family. Your hard work has been rewarded with financial success and, as your wealth has grown, so has the complexity of managing it. As a corporate executive, you face a number of unique financial challenges, including equity awards, restricted stock, blackout periods and deferred compensation plans. To create a comprehensive wealth management plan, you will need to address these challenges in the context of your most important goals.

Should You Consider a Family Office?

The term “family office” refers to a family-controlled investment group, either: a single family office; or a multi-family office (these two types provide significantly different services).

Starting a family office can make sense if:

  1. Your family has sizable assets.
  2. Those assets are not part of an operating business.