Family Office Navigator

Get ready for your fami ly off ice journey | 36 Manage greater liquidity The most common reason for families to consider setting up a family office is that they have a liquidity event from selling (part of or all of) a business, or they receive significant liquidity from the dividends of a profitable business they hold shares in. Greater liquidity creates a large amount of capital within the family that they wish to invest together and that needs to be managed. Desire to delegate the burden of wealth management The family requires expert help to improve the way it invests its wealth and to reduce the stress and time associated with financial management.

Preserve family wealth The family wishes to protect and sustain the value of its wealth in the present and the future to ensure the prosperity of the next generations. Achieve excellence in investment management The family feels it is not getting the returns or quality of service it wants from their existing investment management options and seeks higher

levels of service and superior solutions.

Wish for personalization and customization

Next generation repurposing their family’s assets

The family has specific needs that require thoughtful solutions that are not catered to in a satisfactory way by its current setup or partners.

The next generation inherits the family’s assets and wishes to reorganize or restructure the investments, their management, or their oversight according to their generation’s preferences.

Active deal sourcing and pipeline management The family wants to diversify its investments to explore emerging areas such as impact investment, venture capital, or direct investment.

Desire for more control, more independence, and more attention The family wants greater autonomy and agility in setting, changing, and overseeing their investment strategy. They also prefer dedicated in-house management to be wholly focused on their assets and their affairs.