We have helped hundreds of families design and professionalize their family office over the last three decades.

The basic principles of a well-run family office have not changed but the ways to professionalize the office are always changing. Come and learn the basics or to get a refresher on how to improve operations in the family office.  

WHAT CAN YOU EXPECT?

• An understanding of the eight critical dimensions of a family office
• A review of the range of services that can be provided by a family office
• An explanation of the talent and professionalism needed to run an office
• Insights into back office challenges and technology solutions
• An explanation for the cost and complexity of the office
• Methods for measuring the success of the office

WHO SHOULD ATTEND

Ideal for new family office executives, family members considering starting a family office, or individuals looking to improve operations of an existing office