Family Office Navigator

Get ready for your fami ly off ice journey | 52 Learning Enjoy the journey

While the core building blocks of the Navigator are fundamental to a rewarding journey with your family office, we cannot overemphasize the importance of continuous learning as a key pillar in this adventure. We have created a dedicated part of this book to focus on how to learn as you go, from periodic reflections and stock-taking at each of the Navigator building blocks, to exercises and questionnaires that are designed to help you assess your progress and make the necessary adjustments. The key to an effective and sustainable family office lies in your ability to measure progress, learn from your mistakes and successes and your willingness to make changes to your chosen course of action. The Family Office Navigator is not just a tool, it is a platform and opportunity for your family to come together and make collective, informed choices about your family office in an enjoyable, hands-on and open way. We encourage you to involve your family in this journey, perhaps by arranging workshops with the Navigator tool. You may want to print out the exercises to fill out as a group, to engage each decision-maker and to inspire new ideas, cohesion and collaboration. Decisions around family resources can often raise tensions or bring out differences of opinion. The Navigator offers an interactive and easy-to-use pathway to discuss sensitive issues, find middle ground and support clear, collective decisions.

It is our hope that the Navigator will bring your family closer together and foster understanding, while also enabling you to make the right choices.

Please do not hesitate to get in touch with us if you have any questions, reach an impasse in your discussions or need some impartial guidance.

For now, as your pilots on this journey, we look forward to sharing our practical experiences and research with you to help you design a family office that will help your family prosper and thrive into the future.

You’ve learned the ropes of the Navigator and met your crew.

Let’s begin the journey.