Overview
Strong governance frameworks are fundamental to the sustainability and long-term success of family wealth. As family offices evolve in scale and complexity, the need for clear structures, defined roles, and disciplined decision-making processes becomes increasingly critical.
Delivered in strategic partnership with ADIO and in partnership with CFA Institute, this webinar explores how family offices can design and implement governance frameworks that support both continuity and growth. It will provide a practical perspective on establishing clear accountability, defining the roles of family members, boards, and external advisors, and professionalising operations while preserving alignment with family values and long-term objectives.
Through expert insights, the session will also examine how governance structures can support succession planning, enhance decision-making, and ensure stability across generations. Particular focus will be given to building frameworks that balance tradition and professionalism, enabling family offices to operate with clarity, efficiency, and resilience.
Timings:
9:00 AM BST | 12:00 PM GST
Key takeaways
- Understand the core components of effective family office governance frameworks
- Clarify the roles of boards, advisors, and family members in strategic decision-making
- Explore practical approaches to professionalising family office structures and operations
- Identify governance practices that support succession planning and long-term continuity
Why join
- Understand how to establish governance frameworks that support long-term wealth sustainability
- Gain clarity on the roles and responsibilities of boards, advisors, and family members
- Learn how to professionalise family office operations without losing alignment with family values
- Explore approaches to strengthening decision-making and accountability across generations
Speakers
