Brand & design
Mission Statement
A statement that defines the family office’s purpose and values.
What is a Mission Statement in a Family Office
A mission statement in a family office is a declaration that articulates the office’s core purpose and guiding values. It serves as a foundational framework for decision-making, aligning the family’s financial and non-financial goals with their overarching principles and vision.
Components of a Family Office Mission Statement
A family office mission statement typically includes elements such as the family’s legacy, philanthropic objectives, investment philosophy, and commitment to future generations. It may also address the family’s approach to governance, risk management, and social responsibility.
Related Terms
Family Mission Statement
A declaration of the family’s core purpose and focus that remains unchanged over time, guiding decision-making and gover...
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Responsible management and oversight of financial resources on behalf of others, ensuring ethical and effective use.
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The system of rules, practices, and processes by which a family office is directed and controlled.
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A statement that defines the family office’s purpose and values.
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