Family Office Answer Book: A complete guide for family office executives
Fortify your family office to thrive today and beyond with our comprehensive Family Office Answer Book.

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.