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.

Next steps to consider

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