FOR SINGLE-FAMILY OFFICES

You have an SFO.
You may need a partner.

Single-family offices come to G1 at particular moments. When the family is forming one for the first time. When an office built for one generation has to serve the next. When the executive who has run the office for years is retiring. When an office that is excellent at what it was built to do finds the family’s needs have grown beyond it. When a family wants to know whether the structures built years ago still fit. Those are the moments we are built for.

How We Partner With Your SFO

In each of those moments, the work falls into four areas — and it is delivered as an extension of your office, never in place of it.

01

Form, restructure, or modernize

Start up a new operation or re-architect existing office as family needs evolve.

02

Educate the next generation

Prepare rising family members to understand and eventually steward the wealth.

03

Plan for succession

Plan leadership and ownership transitions well ahead of when they are needed.

04

Find and fill the gaps

Map what the family needs against what the office provides today, then fill the gaps —with our team or the right outside advisors.

The Hybrid Family Office™

A Team Built From the SFO World

We built our team the same way, person by person — drawing many of our people directly from the SFO world. The result is a level of expertise and service we believe is unmatched, because our team has sat on the other side of the table.

Two Kinds of Work, One Team

Some of what we do is about the office itself. Most of it is about the family the office exists to serve.

THE OFFICE

  • Forming a new SFO, or restructuring an existing one

  • Ownership structure and profits interest design

  • Succession planning and key-employee retention

  • Operating agreement, legal document, and tax return review

  • Coordination of outside advisors so nothing falls through the cracks

  • Family office accounting

THE FAMILY

  • Estate and wealth transfer planning

  • Tax advisory and compliance

  • Financial and cash flow planning

  • Educating the next generation

  • Investment administration

  • Estate administration

  • Asset protection

  • Property and estate management

  • Philanthropy, real estate, aviation, and the rest of a family’s life

G1 ACCOUNTING

In 2025, G1 launched a dedicated family office accounting team. If a single-family office needs its books and records taken over — in whole, in part, or for a transition — we can do that, working with your accountants and counsel.

How an Engagement Begins

Every engagement begins with an introduction — from a family we already serve, or from the attorneys and accountants those families trust. And every engagement is charged on a flat fee: no products, no competing interests, nothing behind the advice but the advice.