FREQUENTLY ASKED QUESTIONS
What is The Family Office Resource Registry?
The Family Office Resource Registry is the definitive registry of brands serving the world's wealthiest families. Inclusion is earned through a rigorous referral and review process evaluating quality, service, discretion, integrity, positioning, and execution.
Every brand has been independently vetted, providing family offices with a trusted resource for identifying exceptional service providers.
What are the criteria for selection?
Selection is based on demonstrated record of serving UHNW families and their advisors.
Every firm under consideration must first be referred by a source with direct, firsthand knowledge of its capabilities, reputation, and conduct. Qualified referral sources include members of the Private Service Alliance, buyer's representatives, senior financial executives, and firms already recognized by the Registry.
Within the UHNW world, exceptional work is rarely performed in isolation. Complex estates, acquisitions, and family enterprises require sustained collaboration among accomplished professionals. Within this ecosystem, reputations are established over time, and a firm's professionalism, integrity, discretion, craftsmanship, reliability, and service become evident and well known.
The Registry draws on this informed professional network to distinguish firms with proven reputations and demonstrated capabilities.
Who is eligible for consideration?
The Registry evaluates exceptional firms serving UHNW families beyond traditional financial and investment services.
Eligibility is limited to resources that have earned the confidence of UHNW families and the professionals who advise and serve them.
Are there different levels of recognition?
No. The Registry maintains a single standard of inclusion. A firm either satisfies the Registry's non-negotiable criteria or is not included.
Who determines which firms are selected?
Selection begins with referral and concludes with an independent Registry review.
Every firm considered for inclusion must be refered by a credible source with direct knowledge of its work, reputation or experience serving UHNW families.
Referral alone does not determine selection. The Registry considers the full body of available evidence, including reputation, professional standing, demonstrated capability, integrity, discretion, execution, and commitment to serving.
Can a firm pay to be selected?
No. Selection cannot be purchased. Recognition is earned strictly through the referral and review process.
Is there a selection cost?
Yes. Firms selected for inclusion pay a modest annual administrative fee to support the operation, maintenance, and continued development of the Registry. The fee has no bearing on selection.
Selection is based solely on the Registry's established criteria, which are applied consistently and are not subject to negotiation.
The Family Office Resource Registry is the defining appellation earned by resources serving the homes, lifestyles, and interests of UHNW families.