Family Offices and HTG
Your family office is one-of-a kind.
The distinctive nature of your family office cannot be overstated. You’ve built your office your way, and you need credentialed professionals working with you, and innovative strategies that fit your business model and culture.
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Understand.
With your guidance, we begin by documenting the evolution of the family office.
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Evaluate.
Proactively launch into initial considerations, such as: Is there an investment policy statement?
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Formulate.
Establish some essential documentation. Specifically, map out the family flowchart and culture.
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Plan.
Move to critical discussions that revolve around family dynamics and succession considerations.
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Fortify.
Document your plan for the future:
-Culture
-Charitable Intent
-Succession -
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Monitor.
Annual evaluation, reporting, and family meeting.
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Measure.
Formalize your standards of success for ultimate accountability and to track your goals.
