Moderated by family office expert and Executive Director, Richard Joynt, fellow private wealth and family office specialists from Deloitte, Baker McKenzie and Saranac Partners, joined us to draw upon current client case studies to provide insight into the issues that cause conflict within high-net-worth families and how, with effective planning and communication, family offices can help avoid these scenarios.
Talking points included:
- Setting the foundations for good communication and clarity
- How to build flexibility and adaptability into the family office planning process
- How to educate the next generation
- Working together with all family advisers
Watch the recording below.
Introducing A Guide to Family Offices
An informative guide based upon the experiences of our award-winning family office team, A Guide to Family Offices demystifies family offices and acts as a useful reference point for wealth professionals to ensure that their client's family office remains relevant, efficient and economically credible throughout its life cycle. Download the full guide here.
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Our dedicated family office team can support your wealth by acting as an outsourced family office or multi-family office. We provide a seamless and holistic approach to the challenges and opportunities families face. We take care of the detail, so you can enjoy the big picture.
