The scenario
A multi-generational family office needs to visualize reporting lines and advisory relationships to clarify governance and decision-making.
What is in this drawing
Read the decisions behind it.
01
Establishing board oversight over the CEO
02
Modeling the CIO’s dual reporting to the CEO and investment committee
03
Adding a dotted line from tax to fixed income for tax-efficient investing input
When designing or auditing a family office governance structure, or when illustrating matrix advisory relationships in a non-corporate hierarchy.
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