Family Office Best Practices


Taking Care of Business: Case Examples of Separating Personal Wealth Management from the Family Business
Family Office Exchange
Many family businesses don’t realize that separating the family’s financial affairs from the management of their operating company is an essential and lawful best practice.  This report builds
How Wealth Owners Measure Value: Evaluating the Performance of Your Wealth Advisor or Family Office
Many wealth owners are seeking tangible methods for measuring and evaluating the value of their family office and/or wealth advisor. What do wealth owners expect and what do they value?  How do
Illuminating Custody & Reporting: Why the Custodian You Choose is Fundamental to the Security and Organisation of Your Assets
Since the Autumn of 2008 many heads of family offices have focused their attention on the most basic aspects of financial arrangements. This is true of owner managers and professional CEOs alike.
How Wealth Owners Measure Value: Evaluating the Performance of Your Wealth Advisor or Family Office
Family Office Exchange
This landmark study provides insights and measurement tools that can help wealth owners assess the value they receive from their family office or outside wealth advisors.The study identifies 50 core
Your Greatest Financial Asset: Managing and Planning Your Family's Health Care
As health care becomes a larger percentage of overall costs for families, coupled with the increasing complexity and diversity of the system, your clients will look to you, their trusted advisors, to
Best Practices in Reporting
Family Office Exchange
Family office executives are always looking for ways to improve their financial reporting packages and their client relationships. This best practices document reflects the work of 20 members of the
"Not My Parents Advisor": Creating Successful Successions Using a Multigenerational Approach
92% of heirs switch their advisors after receiving their inheritances. As the Baby Boomer generation prepares to transfer an unprecedented amount of wealth to the next generation, advisors have an
Investing in the Future: A Look Inside the Small Family Office
Family Office Exchange
This study is written for the small office executive or wealth owner running an office with seven or fewer employees who wants to better understand their office's performance relative to others of
The Challenges of Shared Ownership
Family Office Exchange
Families with inherited wealth soon recognize that sharing ownership and control of family assets is far more complicated than any family might expect. Sharing ownership and decision-making with
Corporations and Trust Companies and Partnerships- Oh, My: A Review of Family Wealth Management Structures (Part 2)
Over the past 20 years, the use of corporate structures to protect families of means has grown exponentially. Family assets that once would have been housed within in a (relatively) simple, single