Fractional Family Office (FFO) Austin, TX

A Fractional Family Office

A Fractional Family Office (FFO) is a cost-effective alternative to a traditional single-family office (SFO), designed to provide high-net-worth individuals (HNWIs), entrepreneurs, and business owners with customized wealth management and advisory services without the full-time overhead of a dedicated family office.

How It Differs from Other Family Office Models

FeatureSingle-Family Office (SFO)Multi-Family Office (MFO)Fractional Family Office (FFO)
Cost$$$$$ (High, full staff)$$$$ (Medium-High)$$ (Shared, flexible)
Clients ServedOne FamilyMultiple FamiliesMultiple Families
CustomizationHighly CustomizedLess CustomizationCustomized, On-Demand
IndependenceFully IndependentMay Have ConflictsMore Independent
Ideal Net Worth$100M+$25M+$10M – $100M

In essence, a Fractional Family Office provides access to high-level financial expertise and strategic wealth management without the high costs and infrastructure requirements of a full-time family office. It’s an ideal solution for entrepreneurs and business owners looking to protect and grow their wealth while leveraging top-tier advisory services on a flexible basis.

Who Benefits from a Fractional Family Office?

01

Entrepreneurs who recently had a liquidity event (e.g., business sale, IPO, exit)

02

Affluent families with $10M–$100M in net worth who need strategic financial oversight but don’t want the overhead of a full family office

03

Business owners seeking integrated tax, investment, and estate planning strategies

04

Athletes, entertainers, and professionals with high earnings who need financial stewardship

Plan for Tomorrow, Today.

Our mission is to improve the lives of our clients and their families by providing objective financial advice and exceptional service. Let us show you how.