What goes on behind the unmarked office doors inside of a family office? It's not so secret and it's probably not that exciting either - but these offices…

What goes on behind the unmarked office doors inside of a family office? It's not so secret and it's probably not that exciting either - but these offices manage more and more of the world's wealth.

Jeffrey Rosen, CPA, CGMA, MBA and I wrote the next article in our Family Offices Series about what these offices actually do all day. We walk through the whole office - the CEO (a family member about half the time), the CIO who runs it like a small investment firm with one client, the controller getting everything onto one report, treasury, risk, the deal team, the tax director, the foundation. Meet the team that manages the billionaire's money.

Jeff and I co-head the Family Office / Private Wealth practice at Frazier & Deeter - where we work with family offices every day. Please follow us if you enjoyed the article!