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When to establish your family office?

The ideal time to start a family office would be before a liquidity event such as the sale or purchase of a business for which it is good to have structures set up properly to optimise taxation and management of the capital from the start. Furthermore, many families have started their family office by initially forming a holding company of which department formalized into a family office and later transformed to independent (single/virtual) family office. This second way becomes more natural and a trend for families who created their wealth through operating businesses or controlling a portfolio of real estate.  Traditionally, the family office was open to the wealthiest families, however post-2008 crisis there is a trend of opening the market also to less wealthy families.

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