As wealth grows, so does complexity. Many ultra-high-net-worth families find themselves juggling investments, tax strategy, estate planning, philanthropy, and family decision-making – often across generations and entities. It doesn’t take long before this complexity becomes overwhelming, or at the very least, inefficient.

That’s where the multi-family office (MFO) model comes in.

What Is a Multi-Family Office?

A multi-family office is a modern evolution of the traditional single-family office – offering the same high level of service and coordination, but across a curated group of families rather than one. Instead of building and staffing a dedicated in-house team, families gain access to a full suite of services delivered by an experienced, integrated team.

At its core, a multi-family office brings together the financial, legal, operational, and emotional aspects of wealth under one roof – so the right hand always knows what the left hand is doing.

How It Compares to a Traditional Family Office

While single-family offices are often built by families with $100M+ in assets, the multi-family office model offers a more accessible path to comprehensive service. Both structures prioritize:

• Customized wealth planning
• Investment strategy and execution
• Tax and estate planning
• Philanthropic guidance
• Family governance and education

The key difference is scale. A multi-family office shares the infrastructure across multiple families, without sacrificing privacy or personalization. This makes it possible to offer a high-caliber experience without the cost and complexity of building a team from scratch.

Why Families Are Turning to MFOs

Most families don’t realize just how disconnected their current setup is – until they see what’s possible with integration. Wealth advisors, CPAs, estate attorneys, and trustees often work in silos, leaving the burden of coordination on the family.

A multi-family office lifts that burden. It becomes the single point of clarity – aligning strategies, surfacing blind spots, and helping families move from reactive to proactive.

At SteelPeak, we’ve seen how powerful this model can be. It gives families space to focus on what really matters – building a legacy, passing on values, and ensuring future generations are prepared for the responsibility that comes with wealth.

Who Is It For?

Our multi-family office services are designed for families with meaningful wealth and a desire to steward it well – not just financially, but relationally and generationally. Whether you’re running a family business, managing multiple trusts and entities, or preparing the next generation for leadership, we serve as a holistic partner in that process.

If you’re looking for clarity, alignment, and continuity – it may be time to explore what a multi-family office can do for you.

SteelPeak Wealth, LLC is an SEC registered investment adviser with its principal place of business in Woodland Hills, California. SteelPeak and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which SteelPeak maintains clients. SteelPeak may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Any subsequent, direct communication by SteelPeak with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. SteelPeak Wealth is not licensed to and does not engage in the practice of rendering legal or tax advice. Any discussion of either is for informational purposes only and you are strongly encouraged to seek appropriate counsel prior to taking action. The material is limited to the dissemination of general information that may not be suitable for everyone and should not be construed as personalized advice of any kind. Furthermore, this material should not be regarded as a complete analysis of the subjects discussed. For additional information about SteelPeak, including fees and services, send for our disclosure statement as set forth on Form ADV from SteelPeak using the contact information herein, or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). Please read the disclosure statement carefully before you invest or send money. 

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