Family Office vs. Trust Company: What’s Best for Your Wealth Strategy?


Last updated: 2025-06-16 Source: WealthShield Author: Shield
intro:Both family offices and trust companies offer solutions for wealth management, but they serve different purposes. Choosing the right one depends on your family’s complexity, control preferences, and long-term goals.

Both family offices and trust companies offer solutions for wealth management, but they serve different purposes. Choosing the right one depends on your family’s complexity, control preferences, and long-term goals.

Trust companies are third-party custodians, often regulated and ideal for families that prefer an external structure to manage wealth.

Family offices, however, offer full customization — from direct investment oversight to family member support services.

While trust companies focus on legal administration and compliance, family offices provide a broader suite: concierge services, tax planning, philanthropy advisory, and even healthcare management.

For families with over $100 million in assets, a single-family office may be ideal. Those below that level might consider a multi-family office or trust company hybrid.


(Editors: admin)

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