Family Office: How to clarify key strategy questions for your family office

The second episode is dedicated to the strategic principles for setting up a single family office. This includes the vision for the family assets, as well as goals, values and room for manoeuvre. The various duties, such as asset accounting, controlling, reporting, regulation of successor issues and community engagement, are derived from the strategy. This then leads on to operational decisions like choosing a location, personnel, compensation model, budget and network. We also pay special attention to harmonising company, family and private assets as well as the associated interests.