Family Office Navigator

Get ready for your fami ly off ice journey | 24 The Family Office Navigator will help you:

• Demystify the family office (Chapter 1) and the role it can play in a family enterprise ecosystem, and understand the trends shaping this function

• Chart your course (Chapter 2) , so that you can assess why you are considering this journey, what you currently have as a family, and where you want to go in the future

• Define the purpose (Chapter 3) of your family office, including your motivation, aspiration and goals, covering both financial and non-financial objectives

• Decide on the focus (Chapter 4) of your family office by identifying the activities your family office needs to support at this time

• Organize your family office (Chapter 5) for effective management of resources, efficient structures, sensible monitoring and good governance

• Embed a learning mindset (Chapter 6) into your family office journey to continually improve your family office’s performance over time

Why is there increased interest in family offices globally?

Increasing numbers

• Overall increase in wealth (HNWI / UHNWI) worldwide • Rise of a new class of mega wealth owners due to digital revolution • Rise of wealthy families in Asia • Cross-border assets and families • Exposure to different national and international regulations and systems (admin, tax, legal, etc.), demanding close monitoring and professional, customized management • The world around us is becoming increasingly complex • Families with to gain exposure to new / different investment opportunities, traditionally not served by banks (e.g., crypto, SPACs)

Increasing complexity of family, ownership & business (FOB)

Increasing complexity of investments

Trendiness / glamour of having a family office

• There’s a hype around family offices • Many think that setting up a family office is the ultimate goal