Family Office Navigator

Family enterprises as a force for good through their sustainability efforts, impact investing, philanthropy and striving toward making a positive collective impact.

Society & environment

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Effective leadership and governance of businesses within the ecosystem with a solid long-term oriented growth strategy and healthy financials.

Business

Capable, well-educated and emotionally connected owners with solid ownership governance.

Ownership

Strong family relations with unity and trust, as well as solid family governance.

Family

Educated, capable and interested individuals with good physical and mental health as a basis for being effective contributors to the system.

Individuals

The family office can be the glue and catalyst for an enterprising family to keep its house in order, to support all these dimensions, and to reduce the risk of any cracks or imbalances in the ecosystem that might threaten its viability. If your family office is effective, it can help you and your family maintain a healthy family ecosystem. If it is ineffective, parts of the ecosystem might struggle to function or survive – perhaps even the whole ecosystem will suffer. For instance, the family office can help to arrange education for family members or offer access to services to improve physical and mental wellbeing – this is the bottom stone, representing Individuals . The family office can provide lifestyle or concierge services. It can support the building of trust, good governance, and unity within a family – this is the Family stone. The family office can also empower and develop current and future business owners to ensure effective future leadership and healthy companies. It can help owners establish and practice good governance. It can improve the way the businesses and investment activities operate and the way the family supports its growth. It can also act as the nexus between the owners and the businesses and investments in case the family is no longer operationally active. These functions correspond to the Ownership stone or the Business dimension. Lastly, the family office can help optimize the impact of the family on society and the environment and foster a cohesive strategy across the family’s full activities – from business to investments to philanthropy – illustrated in the Society & Environment stone at the top of the structure.