Family Office Guide

An exploration of the structure, workings and strategies of family offices around the world, with a focus on the Americas

In partnership with FBN (Family Business Network)

This report draws on in-depth interviews with five diverse family offices from Canada, Chile, the United States and Venezuela.

Contents

1. Introduction

2. Designing & establishing a family office
3. Building an effective team

4. Managing and overseeing assets and investments

5. Protecting the family legacy
6. Getting the technology right
7. Locating your office

8. Planning for the future

9. Bloomberg for Family Offices

10. About Family Business Network 

11. Thank you

12. Thank you for reading

    Family Office Guide