Multi-Family Office (MFO) USA is a financial services firm that specializes in helping wealthy families grow and plan for the long-term success of their wealth. The company is committed to helping families achieve growth through a deep understanding of their goals, uniqueness, and ethos. MFO USA believes that real wealth is about the richness of life, the relationships we build, and the impact we have on the world.
The firm aims to be a leader in risk-based, potential-creating strategic planning for ultra high net worth families, serving as the Chief Risk Officer for its member families. MFO USA recognizes the importance of embracing risk and creating strategies that are anti-fragile, meaning that they are designed to thrive in the face of disorder and change. This approach helps families to be proactive in their planning and to capture opportunities that may arise.
MFO USA was founded by a group of experienced professionals in response to the high failure rate of wealthy families, which is often due to a lack of knowledge, communication, and trust within the family, as well as changes in tax, legal, and regulatory environments. MFO believes that the timing is right for its services, given the large transfer of assets that is expected to take place over the next 50 years and the high failure rate of families by the third generation.
The company's approach to wealth management is based on a process of vision, strategy, and execution, with a focus on building strategies and services around the unique needs of each family. MFO USA adheres to the principles of stewardship, objectivity, and confidentiality as the core values of a true fiduciary, and it follows a process of ethos-based planning to ensure that its strategies align with the values and goals of its member families.
MFO USA offers a range of services to its member families, including wealth planning, investment management, family governance, philanthropy, and concierge services. The company is independent and is not affiliated with any financial company, allowing it to provide unbiased, transparent advice to its clients.