Family Office Operating Model & Governance
SKU:
$949.00
$949.00
per item
The Family Office Operating Model & Governance Vault is a structured framework built to move your office away from reactive "firefighting" and toward a professional and organized standard.
This is a practical suite of templates provided in PowerPoint and Word that define the clear mandate, governance, and daily operations required to run a family or private office.
Table of Contents
Family Office Mandate
What are the Outcomes?
This product is customizable to include your family office logo and other information. Instant product delivery (download link) in Microsoft PowerPoint and Word format after payment confirmation.
You can download the product directly on the checkout page and you will receive a confirmation email with the download link.
This is a practical suite of templates provided in PowerPoint and Word that define the clear mandate, governance, and daily operations required to run a family or private office.
Table of Contents
Family Office Mandate
- Mandate Overview
- Guiding Principles
- Principal’s Personal Needs
- Key Core Functions of the Family Office
- Key Support Functions of the Family Office
- Family Office Governance Overview
- Family Office Delegation of Authority Overview
- Definitions Of Approval Limits Used in Authority Matrix
- Delegation of Authority (33 decision activities)
- Family Office Organization Structure
- Organization Structure Implementation Guidelines
- Family Office Manpower Plan
- Main Responsibilities of the Family Office
- Main Responsibilities of the Palace Operations
- Family Office Job Descriptions, e.g., Chief of Staff, Head Butler, Guests Relations & Travel, etc. (16 JDs in Word document)
- Family Office Employee Handbook Topics
- People’s Skills
- Tools & Equipment
- Implementation Roadmap
- Principal Time Management
- Principal’s Guests Visits
What are the Outcomes?
- Protect the Principal’s Focus: Use a clear Family Office Delegation of Authority to keep the Principal focused on strategy, not daily approvals.
- Minimize Friction and Overlap: A formal Family Office Governance Framework defines the boundaries between the Family Council / Board and management.
- Professionalize Staff Experience: Professional Family Office Job Descriptions provide the clear mandates that high-tier employees expect.
- Ready-to-Implement Structure: This Family Office Operating Model lets you move straight to execution, skipping weeks of drafting from scratch.
This product is customizable to include your family office logo and other information. Instant product delivery (download link) in Microsoft PowerPoint and Word format after payment confirmation.
You can download the product directly on the checkout page and you will receive a confirmation email with the download link.