How does Five Blocks serve family offices?

Family offices are a recurring engagement type and they bring their own confidentiality and access expectations. The work typically covers multiple individuals – the principal, often a spouse, sometimes adult children with their own visibility, occasionally the family office itself as an entity – plus any operating businesses, foundations, and significant investments. Each piece is structured with its own entity layer work, monitoring, and visibility posture (high-visibility for the principal, often deliberately low for family members). Engagements are run under named access lists, restricted reporting paths, and senior account leadership. Communications with the family office team are typically through one principal contact rather than multiple channels. The work is methodologically the same as other Five Blocks engagements; the configuration around it reflects the discretion family offices require.