Family Office Guides
Guide
Practical, step-by-step guides covering every aspect of family office formation and operations.
9 guides for “Strategy”
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Family office investment strategies
This guide outlines how family offices leverage their "smart money" status—characterized by patient, highly bespoke…
AI for family offices: Strategy & governance
Comprehensive guide to AI strategy and governance for family offices, with insights, practical steps, and…
A Family Office Guide on Governance Pitfalls
Governance has become the cornerstone of effective family office strategy. As complexity and expectations grow,…
ESG for family offices: How to draft an ESG statement
ESG is no longer just a buzzword associated with impact investing. For future-thinking family offices,…
Family office structure: models, legal entities and governance
Family office structure is a decision about control, cost and complexity: which organisational model fits,…
How to evaluate your family office banking provider
To ensure family offices are getting the support and service they need, it’s crucial to…
How to choose a family office bank
The popularisation of the family office has caused an outflow of assets from the private…
How to start a family office
As wealthy families tackle the complex challenges of generational wealth preservation and succession planning, the…
A Simple guide to family offices
A great place to get started with family offices. This guide provides landscape data and…