The Family Office Sherpa Starting Your Office From Zero - Making the Office Yours
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Jan 4, 2026 Explore the innovative approach of starting a family office from scratch, focusing on simplicity and personalization. Discover why templated designs often miss the mark and how crafting a unique purpose statement is key. Learn about tailoring investment policies to reflect family values, optimizing teams for fit rather than just filling seats, and the importance of accurate reporting. Shaun shares real-life examples of families making impactful changes and emphasizes involving the next generation in governance. It's all about aligning investments with purpose!
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Don't Invest Without A Guide
- Avoid making investments before you have a guiding investment policy and strategic asset allocation.
- Size and risk-manage opportunities only against an agreed portfolio framework.
Align Resources To Purpose
- Review resourcing from the bottom up and remove roles that exist only from loyalty, not fit.
- Match skills and personalities to family needs and face hard staffing decisions promptly.
Select Counterparties Deliberately
- Do run proper RFPs and due diligence for counterparties instead of relying on recommendations.
- Choose counterparties that fill your gaps and provide clear cost-versus-value.