Understanding the Family

 Family Mission & Vision

 Governance Structure
 Family Legacy
 Next Generation Education
 Culture, Brand, Reputation & Communication
 Lifestyle & Care Services
 Family Member Information

The Single Family Office

 SFOs & Measurement

 Meeting the Family’s Needs
 Human Resources & Compensation
 The Cost of the Family Office
 Succession Planning

Organizational Considerations

 Legal Mechanisms
 Tax Strategy
 Estate Planning
 Investment Management
 Accounting & Financial Reporting
 Risk Management
 Technology
 Auditing
 Philanthropy
 About the Checklist
 About the Family Office Association