Beyond Wealth: The Strategic Case for a Single-Family Office

In today’s complex wealth landscape, high-net-worth families are asking an important question: When does it make sense to establish a single-family office, and what level of wealth truly justifies it?

In this insightful Canadian Family Offices article, leading advisors, including Greg Moore, Partner and Portfolio Manager at Richter Family Office, share their perspectives on how families can determine the right timing and structure for their family office. Drawing on his experience advising entrepreneurial families across generations, Greg notes that while a single-family office often requires a minimum of $250 million to $500 million in assets, the decision should be guided more by complexity and purpose than by a specific dollar figure.

The article underscores that building a family office is not just a financial milestone, it’s a strategic choice rooted in governance, alignment, and legacy planning. Greg highlights the value of flexible or hybrid models that balance in-house oversight with outsourced expertise, offering families greater efficiency and control.

Read the full article on the Canadian Family Offices website.