“All family offices are structured to serve the people who established that office. But when a family office is now serving the next generation, or even the grandchildren of its founders, the systems may not be in place to most effectively serve their current needs—no matter how diligent and professional the employees. One long-time family office came to us with the goal of sharpening their administration and reporting processes.”
Interested in learning more about supporting a family office as a business owner? View our additional resources and get a free copy of John Waldron’s “The Entrepreneurial Journey” below.