Family Office Best Practices


Through the privilege of partnering with many successful and high-functioning family offices, we outline some of the best practices of family offices. The recommendations are based on discussions and consultations with single-office clients and experts working with wealthy families. They are centered around six categories: (1) governance (2) communication and decision making (3) structure and management (4) estate planning and trust structure (5) investment trends, philanthropy, and impact investing (6) custodians, banking, and lending. 

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