Advanced Family Office Execution, Legacy, and Deal Structures, video 10 of 20
Growth Focus Finder: How Investors and Family Offices Use Next Generation Planning, Family Purpose, and Operating Models
Growth Focus Finder presents three practical areas for family growth: next generation planning, family purpose, and the family office operating model. For a family evaluating a multifamily office, these areas help clarify current support needs and future priorities. Next generation planning can connect future leaders to shared responsibilities. Family purpose can guide governance and decision making. A clear operating model can organize staffing, reporting, coordination, investment mandates, and outside relationships. Together, these areas help a family compare MFO options and assess whether a provider can support current priorities and continuity across generations.
Why watch
- See how next generation planning can shape the support a family expects from an MFO.
- Use family purpose and shared principles to define the guidance and coordination your family needs.
- Consider operating models that support growth, governance, investment needs, and continuity across generations.