The Family Office Navigator

by Peter Vogel, Mario Marconi

Overview

In today's complex world, family offices play a pivotal role in safeguarding a family's heritage and unity while preserving and growing generational wealth. As the world around us evolves, so too must family offices adapt to meet the changing needs of their families. The Family Office Navigator is your essential guide for establishing and managing a family office, equipping you with practical frameworks and actionable insights for every step of your journey.

Product Details

ISBN-13:	9782940485376
Publisher:	IMD International
Publication date:	12/01/2023
Pages:	246
Product dimensions:	7.50(w) x 9.25(h) x 0.67(d)

About the Author

In my role as Professor and Director of the IMD Global Family Business Center, I have the privilege of working with enterprising families from around the world. My ultimate goal is to assist them in ensuring multi-generational success and unity. Many of these families either have a family office or are in the midst of establishing one. My mission is to guide them through the intricate terrains of a family office in the most effective and efficient manner. This has motivated me to create the Family Office Navigator, the second in a series of Navigator books, following the publication of the "Family Philanthropy Navigator" in 2020.I hope this book will challenge, educate, and inspire families in their family office endeavors, irrespective of whether they are novices in the realm of family offices or have accrued decades of experience. In the end, I envision the navigator evolving into a standalone tool that families and their advisors worldwide will find invaluable.

Mario was passionate about his work and always recognized the wider purpose and values in each entrepreneurial family. He had the privilege of meeting and assisting numerous families around the world, especially on topics where they could make a difference in people's lives. His deep desire was to transmit knowledge to meet the family's needs and empower younger generations. He was honored to co-write the Family Office Navigator with Peter Vogel, sharing their collective wisdom. Unfortunately, Mario left us too early to complete this project about which he cared so deeply. Our gratitude extends to Peter as well as Mario's colleagues at CFEG who supported its realization. This book will not only be valued for its written words, but its completion is also proof that the union of families and friendships can lead to the accomplishment of wonderful projects. In memory of Mario, we hope this book will stand as one of the pillar stones that protect and bind families together, not only in good times but also in challenging ones. Ivana, Filippo, and Leonardo Marconi (Mario's Family)

Editorial Reviews

"The Family Office Navigator is the breakthrough book of its domain. It's a must-read practical guide for families on their journey of setting up or redesigning their family office and an indispensable reference book for professionals in the domain."

Alexander Osterwalder, Co-founder of Strategyzer and award-winning author of Business Model Generation

The family office journey is exciting and also full of pitfalls along the way. The Family Office Navigator and its fun, hands-on activities provide practical tools any family can apply to their effort in setting up or re-vamping their family office.

Alexandre Van Damme, Chairman of Patrinvest

The Family Office Navigator is not only a required reading for those thinking of or in the process of setting up a family office, but also those families who've already set one up. The Navigator gives a clear and detailed explanation of the best practices for any family offices looking to run their organisation with professionalism and success.

David Bain, Founder and Publisher of Family Capital

From the Publisher