The family office is no longer just for the superrich — here's how even smaller fortunes can use one to last generations
Update: 2025-10-31
Description
Rethinking Family Offices: A New Era for Wealth Management - María Eugenia Mosquera, head of wealth planning at Julius Baer, challenges the traditional notion that family offices are exclusively for billionaires. She explains how technology and global mobility have made it possible for entrepreneurs, business founders, and even upper-middle-class families to set up and manage their own family offices, regardless of their wealth size. Mosquera debunks myths about cost and complexity, emphasizing that families can start small and gradually scale up, often with the help of a trusted advisor or accountant. She also highlights the importance of jurisdiction, values, and tailoring the process to each family's unique needs and ambitions.
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