ABOUT THE BOOK
The Family Office Navigator offers enterprising families a comprehensive and practical guide to design a modern family office that considers the complexity of their family, wealth, and enterprise in turbulent times.
It offers a new framework to help families grow their total family wealth across generations.
It is a collaboration between IMD Business School, Cambridge Family Enterprise Group and the Family Business Network.
Upon completing the Family Office Navigator, you will have:
- understood the critical role of family offices within your family enterprise ecosystem.
- explored the underlying motivations and aspirations driving your family office journey.
- crafted a well-defined purpose for your family office, covering both financial and non-financial objectives.
- determined the key activities and services of your family office.
- chosen the appropriate resources and structures, while establishing vigilant oversight and sound governance.
- acquired the knowledge and confidence to launch a new family office or to redefine the course of your existing one.
MEET THE AUTHORS AND TEAM
Dr. Peter Vogel is Professor of Family Business and Entrepreneurship, and Director of the Global Family Business Center, at IMD Business School in Lausanne, Switzerland.
He chairs the Leading Your Family Office program and holds the Debiopharm Chair for Family Philanthropy at IMD. Peter is an Associate Partner of the Cambridge Family Enterprise Group (CFEG).
Mario was a senior advisor and partner at CFEG, based in Switzerland. He was an expert on family office design and management, trusts and wealth structures, impact investing and family philanthropy, and long-term wealth regeneration.
Unfortunately, Mario left us too early to complete this project about which he cared so deeply.
Developing the book with Peter had been a passion for Mario these past few years. Though he was unable to see its publication, we at CFEG were sad but proud to step up to the task of completing the book in Mario’s honor, in collaboration with Peter.
A Guidebook for the Whole Family
The Family Office Navigator is not just a book or a tool. It is a platform and opportunity for your family to come together and make collective, informed decisions about your family office in an enjoyable, hands-on, and open way.
We encourage you to involve your family in this journey. The book is arranged as a number of building blocks or key elements of a successful family office. Each block is accompanied by key questions and exercises to help your family discuss and answer the why, what, who and how of your family office.
It is our hope that the Family Office Navigator will bring your family closer together and foster understanding, while also enabling you to make the right decisions about your family office. We encourage you to use it collectively as a family—an approach that we have found useful in our work with hundreds of families and family offices worldwide.
Perhaps arrange workshops with the Navigator. Print out the trade-offs and exercises. Engage family members in answering the key questions. Discuss and integrate different points of view. Develop the clarity, unity, and decisiveness needed on this crucial journey. We hope that an inclusive process inspires new ideas, appreciation, and collaboration in your family as you build your family office.