Recorded webcast series

Quarterly Webcast Series: Journey toward operational excellence in the family office

November 13, 2023
Event details
Date and time

Recorded, watch anytime

Intended audience

Family office executives, family members and their advisors

Duration

Each session is 60 minutes

Series overview

Family offices are asking: Does our current operating model provide the transparency and efficiency we need today while still being flexible enough for tomorrow?

Our four-part webcast series is designed precisely to address these pressing concerns. This series is tailored to empower your family office with the real-life insights and tools needed to not only meet but exceed operational expectations. Watch the recorded sessions below as our knowledgeable speakers delve into current operational challenges and effective planning strategies to help your family office reach its full potential.


Recordings and slides

Event details
Date and time

Recorded, watch anytime

Intended audience

Family office executives, family members and their advisors

Duration

Each session is 60 minutes

Recent insights

Additional related solutions

2024 Family Office Operational Excellence Report

Insights from 100 family offices on technology integration, cyber risk, strategic outsourcing and other drivers behind the journey toward operational excellence.

"We have decided to reduce unnecessary costs and optimize resource allocation to enhance overall operational efficiency."

- North American Family Office

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