Navigating the complexities of the family office can be challenging for both the recently formed and the well-established family office. Building flexibility into operating models, leveraging technology, strengthening cybersecurity, and adopting best practices in the face of uncertainty are top-of-mind issues for family offices today, and will remain areas of focus in the coming years.
Our Family Office Answer Book takes a critical look at significant challenges and opportunities in family office operations and offers comprehensive guidance with a future-focused lens. Download now and gain expert insight, strategies, and best practices on topics such as:
- The new family office 5.0 model: A flexible solution for the evolution of the family business
- How family office internal controls safeguard assets and mitigate risk
- Best practices for the family office tax function
- Cybersecurity: Action items for every family office
- The changing role of the chief investment officer
- Starting a direct investment function
- Family office best practices for selecting enterprise software: A comprehensive approach to a critical business decision
Understanding key factors that impact the viability of your family office is the first step to building a foundation for today’s challenges and ensuring success and sustainability for future generations. Our guidebook will help ready your family office for a future that may be difficult to predict.
