Family Office Blueprint
A Family Office is a private platform established to manage the wealth, investments, and personal affairs of a successful family. It ensures that a team of highly skilled professionals is dedicated to safeguarding and growing the family's wealth. DCFB facilitates workshops designed to enhance your understanding of Family Offices support you in defining your family office objectives, the services it provides and the staffing requirements.
Benefits
Clarifies the purpose, scope, and strategic goals of a Family Office tailored to your family's needs.
Explores the full range of services a Family Office can offer to support wealth management and legacy planning.
Identifies the key skills and roles required to establish and operate an effective Family Office structure.
Eligibility
To avail this service, your business must meet the following conditions: