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Family Office Answer Book: A complete guide for family office executives

June 15, 2022 White Paper 60 min read
Brian Carter Jack Kristan
Fortify your family office to thrive today and beyond with our comprehensive Family Office Answer Book.
Business professionals shaking hands together.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.

Download now

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