Perspective

Exploring relevancy in the family office

Examining the forces and key drivers that can affect relevancy.

Key Takeaways
  • From our experience working with hundreds of family offices over the last 15+ years, the team at Fidelity knows that relevancy—the real and perceived connection between any one piece of a system and another—is foundational to the success of a family office, as well as to the satisfaction and self-actualization of the individuals in the system.
  • Yet, despite its importance, it’s not viewed as urgently as other, more tangible issues and is often ignored until problems arise.
  • The purpose of the paper is to help executives and family members to pause, zoom out to appreciate the full relevancy picture (as well as the different dynamics at play), and then focus back in to better understand where they and their family office stand.
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