RT Journal Article SR Electronic T1 A Multi-Family Office (MFO) ‘Investment Manifesto’ JF The Journal of Wealth Management FD Institutional Investor Journals SP 9 OP 20 DO 10.3905/jwm.2015.17.4.009 VO 17 IS 4 A1 Scott Welch A1 Jamie McIntyre YR 2015 UL https://pm-research.com/content/17/4/9.abstract AB How should advisers and multi-family office (MFO) professionals serving investors and families be building portfolios and running their businesses? How can they help clients to achieve evolving goals and objectives and/or take advantage of industry trends? Are there “best practices” among successful, profitable, and fast-growing advisers that can be identified, analyzed, and adopted? This article is a summary of six available tools or solutions available to MFOs that can empower them to build portfolios and manage practices that are well-positioned to address the sophisticated and evolving demands of the HNW families of the future.TOPIC: Wealth management