The scenario
A family office needs to clarify the reporting and advisory relationships among its investment committee, executive team, and family council.
What is in this drawing
Read the decisions behind it.
01
Family council provides strategic oversight via dotted line to CEO
02
Investment advisors report directly to CIO
03
CFO and COO support executive functions
Use this chart when a family office or small wealth management firm wants to separate governance (family council) from day-to-day investment operations.
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