Having a clear strategy and making sure there is alignment between the family and the family office as part of the execution of that strategy is critical. To make that happen, oversight of the family office must be well articulated and undertaken by the family or the office board. Oversight and measurement of performance cannot be successfully left to management alone.
View this webinar to better understand what oversight and measuring performance encompasses, including: review of talent, costs, service delivery, and other less obvious criteria. We will also share insights on the topic from select Family Office Exchange benchmarking survey data.
This webinar is not eligible for CPE credit.