Organization & Operations
Managing wealth is more than just investing. Good wealth management requires both the act of placing capital and that of actively managing those investments. Through professionalizing organizational structures and operational processes, family offices are able to ensure longer-term success.

Investment decisions still remain to be the number one discussion point for many newly-established family offices. From specific financial requirements to decisions over whether an analyst is needed, investment decisions take up the majority of time and energy. It is almost commonplace for a billion euro investment organization to be run by just three people.

After a liquidity event, private wealth owners can spend several years trying to figure out how to structure their operations. There are many important considerations on the operational and organizational front, especially if family offices are trying to build in-house capability for managing direct investments. New multi-family offices similarly have an increased focus on operations, as they seek to design their offering to best meet the market.

Finding a way to professionalize organizational structures and operational processes are crucial to a family office’s long-term success and impact. We help family offices to decide how the organization should be structured, in which markets they should operate, what services should be supplied, and how. We further support the establishment of operational processes, from financial reporting, to establishment of KPI’s and OKR’s, to the communication between departments. Through professionalizing operations which are agile and resilient, we enable family offices to be future fit.

Our operations experts

Anna Fernsten-Nilén

Anna Fernsten-Nilén

Copenhagen

Anna works with operational strategy and believes, just like Edison, "If there is a way to do it better. Find it."

Read more about Anna Fernsten-Nilén
Kyle Zeno Macdonald

Kyle Zeno Macdonald

London

For the next generation to develop resilient legacies it will require a shift towards: sustainability, innovation and systemic compassion.

Read more about Kyle Zeno Macdonald
The establishment of single family offices have grown by 41% since 2017.

The Global Family Office Report 2019, UBS & Campden Wealth

Insights

Legacy and succession planning trends and advice
logo-icon Read Article

Jump to one of our other Practices

Simple solutions for complex times.