Strategic Approach to Managing Family Office Complexity | 2024 FOX Family Office & Wealth Advisor Forum
Overview
Family capital delineations, exchange mechanisms, and family office sophistication are crucial as the UHNW family demands of their family offices rise. Peter and Amjed will walk through Trove’s insights from creating and managing over 100 unique family offices. Learn about various forms of family capital and how to facilitate seamless transfer mechanisms, measure sophistication of different office types, and understand their operational framework. We'll dive into the data, analysis, and decision support layers, complemented by case studies from diverse family archetypes. Discover how to design and evolve existing family offices to effectively balance risk, cost, control, and time.
Amjed M. Saffarini, Chief Executive Officer, Trove
Peter Moustakerski, CEO, FOX