Family Office Answer Book: A Complete Guide for Family Office Executives

This guidebook takes a critical look at significant challenges and opportunities in family office operations and offers comprehensive guidance with a future-focused lens. Gain expert insight, strategies, and best practices on the top-of-mind issues that include strengthening your cybersecurity, leveraging your technology, the role of the chief investment officer, starting a direct investment function, and choosing an appropriate trustee.

For more timely insights on the ever-evolving family office industry, see the second edition of the Answer Book that also examines the trend of family offices embedded in the operating business moving toward a more formalized family office structure.