The Family Office Best Practice Checklist is a toolkit to guide family offices through creating effective, efficient procedures.

Single family offices are living entities that must evolve as the families they serve grow, adding new generations. We must have a consistent way to respond to industry trends, changes in the investment landscape, technology advances and family needs. To help single family offices navigate, we have created the Family Office Association Family Office Checklist. By consulting with our members, industry experts thought leaders, and professionals in a variety of fields, we have drafted an invaluable asset for creating and innovating the family office.

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