상황
A multi-generational family office needs to visualize reporting lines and advisory relationships to clarify governance and decision-making.
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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.