CREATE OR RETHINK YOUR FAMILY OFFICE

DESIGN TO BE EFFICIENT, EFFECTIVE, AND RESILIENT

Session design depends on needs.

CREATE OR RETHINK YOUR FAMILY OFFICE

If you need to create or rethink a family office from the ground up, we have the resources to help. Our experience with some of the wealthiest families in the world has allowed us to distill the best practices for creating vision, goals, structure, governance, processes, and culture that will allow your family office to thrive. We provide a variety of services, from full service to ‘a la carte’ offerings. We will customize your package based on your current needs.

Inquire about the session

CONSULTING MAY INCLUDE:

Mission, Value and Vision Statement

Structure & Governance Models

Succession Planning

Technology & Security

Applying Best Practices

Goal Setting & Measurement

Next-Gen / Multi-Generation Considerations

Leadership, Culture and Team

Outsourcing vs. In-house

Communication & Messaging

Accounting & Tax Considerations

Family Health & Lifestyle

And more

Which Consulting session(s) are you interested in learning more about?*

Number of Family Office Employees*

If you have any questions, concerns, or inquiries, please reach out to us!

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The Family Office Association is an affinity group dedicated primarily to the interests of single family offices. Family Office Association is intended to provide members with educational information and a forum in which to exchange information of mutual interest. Family Office Association does not participate in the offer, sale or distribution of any securities nor does it provide any investment advice. Further, Family Office Association does not provide tax, legal or financial advice. Click to Full Terms of Service