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

Million Dollar Advice From Centimillionaires & Family Office Investors

This video presents advice associated with centimillionaires and family office investors. Families can use these perspectives to assess multifamily office services, governance, reporting, investment coordination, and operating structure. The discussion can help a family compare potential MFO partners with its priorities, decision process, desired level of control, and need for outside support. Reviewing the topic gives families a practical framework for asking better questions and defining what effective support should look like.

Why watch

• Use the topic to define the standards your family expects from a multifamily office.
• Prepare focused questions about strategy, operations, governance, and reporting before selecting an MFO.
• Compare potential MFO partners with your family's priorities, decision process, desired control, and need for outside support.