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Family Office Exchange

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In Category: EventsSeminars

Address: Chicago, IL United States

Family Office Design & Best Practices Workshop

Establishing a formal family office can be a daunting task. During this day and a half workshop, attendees will tailor their unique family situation to the family office blueprint template. Through the development process, attendees will dive into the five major elements of establishing a family office: goal setting, scope of services, investment guidelines and processes, operations, governance, and cost allocation.

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