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Ten Reasons to Start a Family OfficeTen Reasons to Start a Family Office

When clients identify some of these as main objectives, they may be ready.

Alexandre Monnier, President

October 12, 2018

11 Slides
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I’ve been traveling in the United States and abroad lately, meeting successful business-owning families who feel that they’ve “become bigger than their business.” They realize that, in addition to the family business, they need to start to focus on the “business of family.” Many are pondering how to evolve to a family enterprise mindset and whether it makes sense to set up a family office.

It’s a challenging question—every family is different. As an advisor, it’s important to know how to respond if clients ask you about it. Family Office Exchange has identified 10 key reasons to start a family office. 

About the Author

Alexandre Monnier

President, Family Office Exchange

Alexandre Monnier is president at Family Office Exchange.

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