Family Office Strategy, Governance, and Operating Models, video 17 of 20

Investor Discussion Panel #003 - What Are Larger Family Office Wealth Managers Looking For Next?

This investor discussion panel examines how larger family office wealth managers may approach changing family needs, service expectations, and operating demands. For a family evaluating a multifamily office, the topic provides a framework for reviewing service scope, specialist capacity, reporting, coordination, governance, technology, and communication. It can support a practical comparison of an MFO's current capabilities and its process for adapting as family priorities change.

Why watch

• Identify questions to raise with a prospective multifamily office about changing family needs.
• Assess an MFO's service scope, specialist capacity, governance, reporting, and coordination.
• Compare current capabilities with the support your family may require as priorities change.