WHAT OPTIONS EXIST OTHER THAN A FAMILY OFFICE?

If you are exploring Family Office as a structure | solution, what are alterative options?• DIY – where you do everything. You go from meeting to phone call to meeting to email to meeting to email to phone call and on it goes. • Hybrid – you outsource some of the functions of what you are wanting to achieve.• Private Wealth & an Accountant

What are the pros and cons of DIY? | What are the pros and cons of Hybrid? | What are the pros and cons of Private Wealth & an Accountant?

Why a Family Office is the optimal solution | structure IF family, living your life, leaving a legacy and intergenerational transfer of wealth and assets is important to you is best described by Jim Collins (Author of Good to Great: Why Some Companies Make the Leap and Others Don't). Paraphrasing the truly wonderful study undertaken by Jim is:• Get the right people on the bus• Get the wrong people off the bus • Get the right person driving the bus