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printable
version
For 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
family office template
- Purpose, values, mission
- Process
- Creating family governance rules for the family office
- 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
- Communication
- What legal structure?
- Budget
- Investment planning, management and treasury
- Monitoring, reporting and accounting
- Risk management
- Control and audit
