those who want a better understanding of the Family Office market in
general, please watch for our summary survey of the Swiss Family Office
market (available end of June 2005).
family office template
- Purpose, values, mission
- Creating family governance rules for the family
- Governance mechanism
- Independent Directors
- Management of Human Resources
- What services should the family office offer?
- What services should be done in-house and what
services should be outsourced?
- Administration and IT system
- What legal structure?
- Investment planning, management and treasury
- Monitoring, reporting and accounting
- Risk management
- Control and audit