Perspective
Bringing the family to the forefront of the family office
A guide to building a more sustainable and relevant office by opening its aperture.
Key Takeaways
- A relevant office takes care of the family’s tangible needs around investing and supports the family’s actual needs—including their health and well-being—which can help the family stay connected and effective through the generations.
- This article explores why the office should focus more on its significance to the family it serves and what that might look like in principle and practice.
- It also maps out actionable steps that can be put into place to make this critical move toward greater relevancy.
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Bringing the Family to the Forefront of the Family Office
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