The Family Office and Supporting Ecosystem

Course Overview

Family offices are uniquely suited to integrate the broad expertise and advice that is necessary for the long-term benefit of the families they serve.

HEADING COMING SOON

A family office traditionally addresses wealth structuring; financial, tax and wealth management; legal services; family governance; risk management; communication and education plans. They may also provide family business support and concierge services, such as property management, art collection curation, security and travel.

Because of its close relationship with the family, a family office can help with sensitive family matters, such as conflict avoidance, dispute resolution, generational transitions and leadership succession.

But no family office, no matter how expert, operates on its own. The same is true for a legacy family. Surrounding the family and its family office is a complex eco-system of employees, friends, advisors, institutions and other sources of guidance and practical support on matters great and small.

Understanding and managing both the family office and ecosystem are critical elements to the long term success of a family’s wealth and legacy plans.

Objectives

The material presented in this Core Course will provide a framework to design, staff, lead, assess and manage your family office. The course will guide you from the early stages of setting a high-level vision through the specific activities you can expect from a family office.

Instructors

Sara Hamilton, Mark Daniell