Who is the Ideal Family Office Leader?

Overview

From one family office to another, the ‘top spot’ or Family Office Leader will go by different titles that include Head of Family Office, Managing Director, and Chief Executive Officer. And while the position will never be the same with professionals adjusting to the Family Office it serves, there are ideal competencies, qualities, and even qualifications that you can look for in your search for the ideal Family Officer Leader.

In this informative report by Agreus, it presents both quantitative and qualitative data gathered from 7,500 leading professionals to analyze who holds the position of Family Office Leader. Through the analysis and case studies, the report offers a comprehensive overview and insights on who holds the top spot, career trajectories to the top, executive compensation, the four types of leader, and the importance of personality, cultural fit, and alignment of values.

Advisor Thinking