Published on September 23, 2025
Beyond the Portfolio Podcast - The Family Office Evolution: Structure, Growth, and Strategic Considerations
In this episode, recorded 09-22-2025. Mike explore the rapidly expanding Family Office landscape. They examine what Family Offices are, how they serve ultra-high-net-worth families, and the key factors driving significant industry growth in recent years. The conversation covers different Family Office structures, core services provided, and important considerations for families evaluating whether to establish their own Family Office. Pratik shares insights on emerging trends and the evolving role of the Family Office in today's wealth management environment.