ParkHaven's multi-family office coordinates investments, tax, estate, banking, and reporting under a single fiduciary relationship — bringing the discipline of a private family office to a select group of households.
A multi-family office provides the coordination, reporting, and dedicated attention of a private family office to a select group of families, rather than a single one. Each family receives integrated investment management, planning, and professional coordination — without building and staffing an office of its own.
ParkHaven serves as a central point of organization for families whose financial lives span investments, tax, estate planning, business interests, and philanthropy, along with the outside professionals who advise on each.
Multi-family office services organized around the family's objectives — investments, tax, estate, banking, reporting, philanthropy, and governance — coordinated with the family's outside professionals and reviewed on a clear cadence.
Disciplined portfolio construction, allocation, manager selection, and oversight organized around the family's objectives and liquidity needs.
Year-round tax coordination with the family's CPA across income, gains, charitable giving, and liquidity events.
Estate structure and titling coordinated with the family's attorney, organized around intent and continuity across generations.
Clear, consolidated reporting on what is owned, where risk and liquidity sit, and how the picture supports the broader plan.
Cash management, credit, and private banking coordination organized around the family's broader balance sheet.
Insurance and risk review built around the family's structure, exposures, and priorities.
Charitable giving structured to reflect family values and fit thoughtfully within the broader plan.
Decision-making rhythm, education for rising-generation members, and organization of long-term priorities.
Both models provide tailored coordination across complex family wealth. The distinction lies in the structure — a single-family office is built around one household, while a multi-family office shares that infrastructure across a small number of families, creating efficiencies while preserving discretion.
ParkHaven works with families and principals whose lives involve meaningful complexity, and whose next decisions deserve a more thoughtful framework.
A multi-family office provides the coordination, reporting, and dedicated attention of a private family office to a select group of families, rather than a single one. Each family receives integrated investment management, planning, and professional coordination without building and staffing an office of its own.
Multi-family office fees are generally based on assets under management and the scope of coordination involved, rather than a flat package price. ParkHaven's fees are described in its Form ADV Part 2A, available on the Disclosures page, and discussed openly in an introductory conversation.
A single-family office is built, staffed, and funded by one family exclusively. A multi-family office shares that infrastructure across a small number of families, providing comparable coordination and discretion without the cost and staffing of a dedicated office. The trade-off is exclusivity; the benefit is institutional capability without institutional overhead.
A multi-family office is generally appropriate for ultra-high-net-worth families, founders, executives, private equity and venture capital principals, pre-liquidity families, and other households whose financial lives span investments, tax, estate, business interests, and philanthropy — and the outside professionals who advise on each.
Multi-family offices typically earn advisory fees aligned with the scope of services provided, under a fiduciary standard of care. ParkHaven's fees are based on assets under management and the scope of coordination involved, and are described in its Form ADV Part 2A.
This information is educational in nature and should not be considered legal, tax, or investment advice. Please consult your own professional advisors regarding your specific situation.
Discover how ParkHaven's multi-family office can quietly organize every aspect of your wealth under one fiduciary relationship.