Family Office Governance

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Family office governance establishes the structures, policies, and decision-making frameworks that guide how a family’s wealth, values, and long-term objectives are managed across generations. Effective governance is especially critical in three core areas: legacy planning, philanthropy, and due diligence.

Family office governance establishes the structures, policies, and decision-making frameworks that guide how a family’s wealth, values, and long-term objectives are managed across generations. Effective governance is especially critical in three core areas: legacy planning, philanthropy, and due diligence.