Published June 1st, 2021

Family Office Handbook: Effective Governance


  • google

Family office governance is a set of a guiding principles that defines how the family will make decisions with respect to its family office. These guiding principles includes rules, protocols, processes, and organizational structures – typically formalized in a written document called a family office charter or constitution. The goal of governance is to ensure the achievement of the overall vision and objectives of the family office in a fair and transparent manner.

In Part Two of the Family Office Handbook, we explore what mechanisms are available to ensure effective governance of your family office and how to make decisions as a family.