Family office
Family businesses increasingly transform into families in business through strategic shifts, the sale of a business or diversification. As they continue to work together beyond these evolutions, family owners face challenges both on the family and the business side. The entrepreneurial spirit of family businesses often survives a liquidity event and many families continue to work together as asset operators vs asset owners.
Across its member associations, FBN gathers circles of business families who are considering, are in the process of or have established family offices to learn and exchange among peers, discussing both the family and the business sides of a family office.
- The family side of family office: succession planning, education of the Next Gen, family cohesion, entrepreneurial spirit, family compensation, philanthropy, concierge services, etc
- The Business side of family office: wealth planning and management, diversification, active investing, non-family talent, impact investment
Family Office Committee
Family Office Study
The Family Office Study Survey is Now Open!
Building on the success of our 2019-2020 collaboration between FBN and IMD on family philanthropy—which led to the award-winning book Family Philanthropy Navigator—we are now launching a new international research project: “Navigating Your Family Office - Across Generations.”
Led by Prof. Dr. Peter Vogel, Director of the Global Family Business Center at IMD Business School, this study aims to:
- Demystify the family office and explore the trends shaping its role
- Identify different family office models and structures
- Support both new and experienced families in professionalizing their family office activities
As part of this initiative, we invite one representative per family office to participate in our survey. This study welcomes all types of family offices, including those managing social, intellectual, and financial capital.
Eager to participate?
Reach out to familybusiness@imd.org.
