What is a Family Office?
Think of a traditional Family Office as a private hospital that services a single, ultra-wealthy family. A range of financial specialists take care of the family’s financial wellbeing, managing everything from investments, real estate and debt to domestic tasks such as booking travel and keeping records.
Only the very wealthy could afford a Family Office because like a private hospital, their exceptional high quality care and services came at a price. Today, the personalised solutions, products, and guidance that a Family Office provides are regarded as first class when compared to the generic offering of many financial planners and banks.
What is a Multi-Family Office (MFO)?
Over time, Family Offices grew to service multiple families and came to be known as Multi-Family Offices. A team of advisors possessing a combination of investment, tax and or legal credentials can also form a MFO.
What is Cashel?
Cashel is a Multi-Family Office that has transformed with evolving technology to make quality financial services accessible to a broader community. We’re committed to sharing our knowledge of financial advisory and products so people can make smarter choices about their financial wellbeing.
Find out more about How We Work.
