50 Best Practices for an Enduring Family Enterprise

September 2008

Recommended for:

The 50 Best Practices for an Enduring Family Enterprise are the practices that we believe have contributed to the multi-generational success of the highest achieving and most forward thinking families that we know. Case studies, exhibits, and peer benchmarking data are also included to assist you in assessing the relative importance and state of these best practices in your office.

Whether you are establishing a new family office or doing strategic planning for an existing family office, you will find the 50 Best Practices for An Enduring Family Enterprise to be a valuable reference. 
After reading this you will: 
  • Have ideas on how to develop a family office structure for future generations
  • Have examples of proven governance and operational practices your management team and governing board can use 
  • Be better able to prioritize your action steps and encourage meaningful  management team discussions 

View Table of Contents

This document is available to FOX Members only.