Business Pitch Dictionary by pitch.dog
Investor & fund types · Working

Family office

Also called: single-family office, multi-family office

ELI5

A private organisation investing a family's wealth.

Used in conversation

“The family office invests with a longer time horizon.”

Definition

An organisation managing wealth, investments and affairs for one or more wealthy families.

Here “Family office” means: An organisation managing wealth, investments and affairs for one or more wealthy families.

Pitch context

You will see “Family office” in fundraising decks, data rooms, term sheets and investor conversations when the discussion reaches investor & fund types.

Why it matters: In investor & fund types, a loose definition can change rights, obligations, approval, disclosure or enforceability.

Caution

Meaning, enforceability and required process vary by jurisdiction and agreement; this definition is not legal advice.

Sources & evidence · 6

Direct term-level sources and supporting source families.