The scenario
A multi-generational family office structures its leadership to oversee philanthropy, investments, and governance with clarity and accountability.
What is in this drawing
Read the decisions behind it.
01
Separating investment and philanthropy under distinct chiefs
02
Establishing a family council with an advisory dotted line to the Chief Governance Officer
03
Using external legal counsel and a governance advisor to ensure compliance and best practices
Applicable when a family office needs a clear visual of its governance, reporting relationships, and advisory connections to align family goals with operational management.
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