Family Office Workshop

In the second edition of the Training Program for Asset Managers, the Successor Institute team invited us to develop the Single Family Office implementation module. In addition to the class activities, benchmarking visits were made to two Single Family Offices in Porto Alegre.

The main themes were:

The Family Wealth;
Single Family Office and the Investor Family;
Defining Goals and Mandate;
Wealth Governance;
Family Office implementation.