The Legal Mistakes Quietly Destroying Family Office Wealth

Send us Fan Mail A trust and estates attorney explains why so many wealth holders set up asset protection or estate tax planning trusts and then quietly break the rules that make them work, plus the governance failures (no family council, no investment policy statement) that wreck multi-generational wealth long before any lawsuit does. You'll also hear the real net worth thresholds (roughly $250M to start a single family office, $750M-$1B before hiring an internal CIO) that determine when a family actually needs this structure. Family Office Club has spent 19 years building the operating playbook for family offices at every stage, from first hire to billion-dollar CIO teams, across 300+ events and 16M+ members. Does your family have a written investment policy statement? Most don't. https://familyoffices.com/