July 25, 2014 / by Family Office Association Support /
Except for Creating an SFO: While a number of wealth management firms call themselves “family offices,” this white paper focuses on the “Single Family Office” or SFO—a privately-owned and – run wealth management firm developed for one family. Each SFO is as unique as the family who founded it but this white paper outlines best practice considerations.
Read more
Asian SFOs: Building Capacity to Manage Conflict
January 21, 2016 / by Family Office Association Support /
This white paper addresses cultural conflicts that may arise in Asian SFOs and provides tools for alleviating the conflict.
Read more
Structured Solutions for SFOs: What Family Offices Need to Know
January 20, 2016 / by Family Office Association Support /
Structured solutions for SFOs can be very valuable. This white paper covers the considerations that need to be reviewed first.
Read more
Strategic Governance for SFOs
January 19, 2016 / by Family Office Association Support /
Read more
SFO Risk Management Solutions: The Insider Threat
January 19, 2016 / by Family Office Association Support /
Christopher Falkenberg provides key insights on SFO risk management solutions, paying particular attention to threats from internal SFO employees.
Read more
Creating A Single Family Office to Manage Wealth and Sustain the Family
July 25, 2014 / by Family Office Association Support /
Except for Creating an SFO: While a number of wealth management firms call themselves “family offices,” this white paper focuses on the “Single Family Office” or SFO—a privately-owned and – run wealth management firm developed for one family. Each SFO is as unique as the family who founded it but this white paper outlines best practice considerations.
Read more