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.
