Managing significant wealth across generations comes with complexity. For families with $10MM to $500MM+ in assets, coordinating investments, tax strategy, estate planning, and legacy guidance can quickly become overwhelming. Many families consider building a traditional single-family office — but the cost, resources, and management complexity often make it impractical.
That’s where Avidian’s family office experience comes in. We offer a boutique, outsourced family office experience that offers centralized coordination, strategic planning, and access to institutional-level resources — without the full-scale overhead. Our team works seamlessly with your existing professional advisors, including attorneys, accountants, and trustees, to create cohesion across your entire financial ecosystem.
Whether you’re managing wealth for multiple generations, transitioning family assets, or seeking a more organized approach to your finances, Avidian works alongside you to deliver increased clarity, strategy, and control to your wealth needs.
What does having a family office mean?
A family office is a dedicated team or structure that manages the complex financial and administrative needs of wealthy families. Its purpose is to help preserve and grow wealth, streamline decision-making, and provide continuity across generations.
At Avidian, we help families understand how a family office can offer peace of mind while supporting strategic decision-making. We offer a boutique, multi-family office environment, with the benefits of a dedicated team, but without the cost and complexity of a full single-family office.
What are the different types of family offices?
Family offices come in several forms:
Single-family office (SFO)
A private, dedicated team serving one family exclusively. While comprehensive, this setup is resource-intensive and expensive.
Multi-family office (MFO)
A boutique model where multiple families share access to a centralized team and resources, reducing overhead while maintaining personalized service.
Outsourced family office
A flexible approach where key services (investment oversight, tax strategy, estate planning, philanthropic guidance, etc.) are delivered without managing a fully internal team.
What are the responsibilities of a family office?
A family office manages more than just investments. Responsibilities typically include:
- Coordinating financial, legal, and tax advisors
- Overseeing investments and portfolio strategy
- Managing trusts, foundations, and gifting structures
- Supporting governance and family succession planning
- Facilitating philanthropic efforts and charitable initiatives
Our goal is to offer centralized oversight so that the different moving parts of your wealth are aligned and working toward your family’s long-term objectives.
What are the benefits of a family office with Avidian?
Avidian’s family office experience delivers a comprehensive, boutique solution that covers the various aspects of wealth management for high-net-worth families. Here’s how we help families work to achieve improved structure, clarity, and confidence.
Family governance and succession planning
We help families create governance frameworks to support decision-making across generations. This includes developing family councils, establishing clear communication channels, and creating succession plans that help minimize friction while preparing heirs for future responsibilities.
Our goal is to help you plan to preserve family values and wealth continuity, meaning your assets and legacy are managed with intention for generations to come.
Is a family office worth it? We think so.
A family office isn’t just about convenience; it’s about confidence, clarity, and long-term strategy.
With Avidian’s family office experience, you gain access to:
- A centralized team that coordinates every aspect of your financial life
- Institutional-level investment management
- Guidance for multi-generational succession and governance
- Strategies for tax-efficient wealth transfer and charitable giving
- Flexibility to evolve as your family’s needs change
Whether your goal is to simplify wealth management, preserve a family legacy, or access opportunities otherwise unavailable, a boutique family office with Avidian provides the structure and know-how to make it happen.
Schedule a conversation
Curious about where you stand today? Schedule a meeting with our team and put your portfolio to the test.*