The family office sector is rapidly transforming, driven by macroeconomic shifts, geopolitical challenges, and technological advancements. According to Deloitte, the number of single-family offices has grown to approximately 8,030 globally, a 31% increase from 6,130 in 2019, and is projected to reach 10,720 by 2030. Assets under management (AUM) have similarly expanded, currently estimated at $3.1 trillion and expected to rise by 73% to $5.4 trillion by 2030.

At Altoo, we are privileged to support families at every stage of their journey – from founding their first office to preserving multi-generational legacies. This guide presents the perspectives of decision-makers, along with insights from our global network, offering practical frameworks and strategic blueprints to empower informed family office development.

Our focus on governance structures, succession planning, and strategic philanthropy reflects the foundational elements essential for building resilient family offices. The evolving landscape demands sophisticated approaches to brand development, staff education, and digital transformation that preserve family values while embracing modern operational excellence.

This comprehensive resource addresses the architectural elements of successful family offices, from creating family charters that guide multi-generational decisions to developing philanthropic strategies that create lasting impact. Expert insights, including perspectives from SIMPLE’s François Botha on digital transformation, provide practical guidance for navigating the complex challenges facing today’s family office leaders.

Our aim is to equip family offices with the foundational knowledge, structural frameworks, and strategic tools they need to build enduring legacies. We hope this guide leads to thoughtful construction, purposeful growth, and generational success.