3.6.2.2Vertical
Single-Family Offices (SFO)
Dedicated offices managing wealth for a single family.
Market snapshot
These figures describe Family Office Services (3.6.2), the segment that Single-Family Offices (SFO) sits within — not Single-Family Offices (SFO) on its own.
FragmentationFragmentedEstimate
No discrete Census NAICS code — family offices sit within portfolio management (523940) and trust/fiduciary classifications, so the segment is not separately sized by the Census Bureau.
Business model & economics
Revenue model
Asset-based and retainer fees for comprehensive wealth services
Key economics
- Recurring revenue
- High
- EBITDA margin
- 20–35% for multi-family offices
- Capex intensity
- Low
recurring comprehensive-service relationships
Characteristics
- Serves UHNW families across investments, tax, and estate.
- Rapid growth with global wealth creation.
- Multi-family offices scaling to serve more families.
M&A deal context
Deal activityModerate
Who’s acquiring
- Multi-family-office consolidators
- RIA & wealth platforms
- Private banks
What’s driving deals
- Growth in UHNW wealth and family offices.
- Multi-family-office scaling and consolidation.
- Competition with RIAs and private banks.
Find Single-Family Offices (SFO) acquisition targets
Search Acquisera’s index for companies classified under Single-Family Offices (SFO) (3.6.2.2) and build a targeted deal pipeline.
Search companies