According to Koeberle-Schmid, prospective family offices should ask themselves the following:
– Is Everyone Committed? – What Kind of Family Office Works Best? – Is the Investment Threshold Adequate? – Is there a Succession Plan in Place? – Could External Help Make Reaching Financial Goals More Feasible?This post originally appeared on The Family Business Voice.
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Many family offices are still falling short when it comes to preparing the next generation for leadership, with over half yet to establish clear succession
BlackRock’s 2025 Global Family Office Survey reveals that wealthy families are entering a period of heightened caution, with geopolitical uncertainty now cited as the top
