Jupiter Wealth Advisors

    Begin the conversation

    Exploration starts with understanding.

    Share your details

    Thank you for your interest in Jupiter.

    Let’s take a moment to align — three short steps to understand your priorities.
    Question 1 of 3

    When making major financial decisions, your top priority is:

    Thank you for your interest in Jupiter.

    Let’s take a moment to align — three short steps to understand your priorities.
    Question 2 of 3

    Your family's long-term vision is best described as:

    Thank you for your interest in Jupiter.

    Let’s take a moment to align — three short steps to understand your priorities.
    Question 3 of 3

    When it comes to managing wealth, you prefer:

    A Guide to the Family Office

    Explore our publications - designed to inspire a new way of thinking about wealth management.

    A comprehensive guide crafted as a practical reference for families considering the establishment of a family office. Whether you’re just starting to explore your options or looking to refine your existing structure, this resource is designed to support your journey every step of the way.

    Key takeaways

    01

    A single family office (“SFO”) only looks after one family, and a multi-family office (“MFO”) which runs as a business in itself, services the needs of various families, usually for a fee.

    02

    Single family offices have begun to evolve into more sophisticated structures moving key functions in-house and offering the family a wider range of services, where families look for investment autonomy, privacy and purpose.

    03

    Running cost, staffing requirements, roles and functions of an SFO are explained in this article.

    Explore more from Jupiter's advisors and market specialists

    Let's Start a Conversation

    Our team is ready to understand your unique needs and craft a strategy tailored to your legacy. Schedule a confidential consultation today.