The coordination, oversight, and personal service of a dedicated family office, delivered by one team and shared efficiently across families.
As wealth grows, the work often expands beyond investment management. Families may need help coordinating entities, professionals, reporting, family communication, philanthropy, and long-term decision-making. ParkHaven's multi-family office model is designed to bring that work into a more organized structure.
Significant wealth often creates ongoing administrative, planning, investment, family, and reporting needs that require structure and coordination. What begins as an investment relationship gradually asks for more — a single team, a shared picture, and a rhythm the family can rely on.
The multi-family office relationship is organized around the work that most often needs a single, accountable point of coordination.
A disciplined view of what is owned, why it is owned, where risk sits, and how portfolio decisions support the broader plan.
A framework that keeps entities, documents, and financial choices aligned with the family's stated intent over time.
Clear language, prepared materials, and a rhythm of conversation that keeps the family aligned across generations.
Giving organized around purpose — the vehicles, the timing, and a roadmap the family can carry forward together.
Working alongside outside attorneys, accountants, insurance specialists, and other advisors so their counsel translates into decisions.
A single, coherent picture of the family balance sheet — the moving parts, the calendar, and what needs attention next.
Trusts, partnerships, operating businesses, and investment vehicles that require a coordinated view rather than parallel silos.
Approaching a liquidity event, a generational handoff, or a change in leadership that will reshape how decisions are made.
Multiple attorneys, accountants, and specialists whose work is stronger when it is organized around a shared financial picture.
Wanting the coordination, discretion, and personal attention of a dedicated office without building and staffing one alone.
Every family will weigh these tradeoffs differently. The right answer depends on complexity, scale, and how the family prefers to work.
A trusted advisor focused primarily on the investment portfolio and adjacent planning conversations.
An integrated team helping organize investments, planning, coordination with outside professionals, family communication, and reporting under one relationship.
An office built and staffed exclusively for one family, funded and directed entirely by that family.
A multi-family office brings the coordination, reporting, and personal attention of a private family office to a small group of families, rather than a single one. Each family receives integrated investment work, planning coordination, and professional-partner alignment without building and staffing an office of its own.
A financial advisor typically focuses on a portfolio. A multi-family office is organized around the whole system that surrounds the portfolio — entities, documents, deadlines, outside professionals, family communication, and reporting — with a single team helping keep those moving parts aligned.
Fees and engagement terms are reviewed clearly before a relationship begins.
No. Your existing attorneys, accountants, and other professional advisors remain in their roles. Our work is to coordinate around them — sharing context, aligning timing, and keeping the financial picture consistent across the people who serve it.
Common signals include: financial administration is consuming meaningful family time, no single relationship has the whole picture, a transition or liquidity event has multiplied the moving parts, or the next generation is entering the picture and the plan has not yet been written down.
Family information is handled with discretion and shared only as appropriate to support the work, consistent with client authorizations and applicable requirements.
This information is educational in nature and should not be considered legal, tax, or investment advice. Please consult your own professional advisors regarding your specific situation.
A confidential introduction is the appropriate way to explore whether ParkHaven's multi-family office model is the right fit for your family.