The Multi-Family Office is a concept that has evolved from an older traditional form of the family office where wealthy families established their own private wealth management companies to manage the family wealth. Advancements in technology have made it possible to provide these services in a Multi-Family format. At First Affiliated, we provide your family with a central group of professionals, lead by your Multi-Family Office Director, hired to help you facilitate, organize, maintain and effectively distribute your family's wealth on a comprehensive, proactive and private basis. We do so working independently and objectively for your family to relieve your financial burdens in concert with your family's existing professionals.

We believe that the Multi-Family Office must obtain an intimate, comprehensive knowledge of your family's lifestyle goals (which may include helping you define what in fact they are), emotional makeup (family dynamics) and financial resources, risks, and opportunities in order to properly "quarterback" your family's efforts, over the long term, towards the attainment of those goals.

At First Affiliated, our Multi-Family Office DIRECTOR oversees all professionals managing your wealth.

When working with you, we look beyond the numbers, to your desire to create and maintain a lifestyle which is personally satisfying.