A single-family office managing the affairs of one family looks nothing like a multi-family office serving thirty unrelated client families, and both look nothing like a hybrid office that started as a single-family operation and gradually took on outside clients. Yet most CRM platforms treat all three the same way, because most CRM platforms were not built for any of them.
The common thread across every family office, regardless of structure, is complexity that compounds rather than adds. A single family’s affairs might span multiple generations, multiple trusts, multiple operating businesses, and multiple real estate holdings, all of which need to be visible to some people and invisible to others, often within the same family.
