Foundations of a Family Office 5 Definition of a Family Office History of Family Offices Single Family Office vs Multi-Family Office Reasons for Establishing a Family Office Legal Structures and Jurisdictions for Family Offices
Governance & Strategy 4 Family Constitution / Charter Family Governance in Family Offices Roles of Family Members vs Professionals in Family Offices Succession Planning in Family Offices
Investment Management 2 Investment Policy Statement (IPS) in Family Offices Strategic Asset Allocation in Family Offices
