Family Office Navigator

THE PURPOSE OF THE FAMILY OFFICE NAVIGATOR

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Over the past decades we have been fortunate to work with hundreds of enterprising families from around the world – both as academics and trusted advisors – and support them in their family office journeys. Through our work, it has become clear that families face similar challenges when it comes to establishing or redesigning a family office. Central to these challenges is a shortage of information about what family offices are and how they work, how they evolve, and how they last across generations, as well as where to turn for sensible advice and what to do at critical junctures. Our goal with this book is to empower families to successfully navigate the complex world of family offices by equipping them with the knowledge and tools to take informed decisions as they build a high-performing family office. The result is the Family Office Navigator . The Family Office Navigator will assist you in creating a roadmap to establish and run a professional family office–one that serves as a holistic platform that preserves your family enterprise ecosystem and manages your family’s total wealth and other affairs. The book will help you answer critical questions and take important decisions while equipping you with practical frameworks and recommended actions for your family office journey. It will give you the necessary tools to talk with your family and to engage with outside experts as you manage the process. It is important to us that all members of a family, regardless of their financial acumen, are informed about family offices so they can be capable wealth owners and supportive clients of their family office. What you will find in these pages is grounded in rigorous thought leadership and extensive practice, but presented in a conversational manner so everyone in your family – not just those leading business and financial matters – can understand and make use of the book.