In our journey of working with enterprising families worldwide, both as academics and trusted advisors, we've recognized the shared challenges they face in understanding and establishing family offices. Families often lack comprehensive information, guidance, and a structured approach to building a successful family office. This realization led us to create the Family Office Navigator, a valuable resource for families seeking clarity in the complex world of family offices. This book equips you with the knowledge and tools necessary to make informed decisions while constructing a high-performing family office that preserves your family enterprise ecosystem and manages your wealth effectively. Our aim is to empower all family members, regardless of their financial expertise, with accessible insights to ensure they become capable wealth owners and supportive clients of their family office. The Family Office Navigator draws from decades of research and practice, providing practical frameworks and recommended actions for every step of your family office journey. Through its structured approach, you will gain a deep understanding of the critical role family offices play within your family enterprise ecosystem, explore motivations driving your family office journey, define a clear purpose, determine essential activities and services, establish effective governance, and ultimately launch or refine your family office with confidence.
Upon completing the Family Office Navigator, you will have:
1) understood the critical role of family offices within your family enterprise ecosystem.
2) explored the underlying motivations and aspirations driving your family office journey.
3) crafted a well-defined purpose for your family office, covering both financial and non-financial objectives.
4) determined the key activities and services of your family office.
5) chosen the appropriate resources and structures, while establishing vigilant oversight and sound governance.
6) acquired the knowledge and confidence to launch a new family office or to redefine the course of your existing one.
Learn more at www.imd.org/fon
This helpful presentation takes an in depth look into the many issues surrounding this important topic in the hedge fund industry, clearing up misconceptions and offering a thorough explanation of the reasons behind offshore investing.
Included in this presentation among other topics, users will find information regarding:
How hedge funds are structured
The composition of hedge fund investors
Reasons why investors choose offshore hedge funds
The various domiciles in which hedge funds operate
How hedge funds accommodate the needs of various investors
Learn more about the global hedge fund industry at: www.hedgefundfundamentals.com.
This presentation helps to identify the market interpretation of BIG 4 Auditing Giants. Everything is detailly well explained. It includes Market share capital, Labour, Turnover, Internship details etc! It will be much useful for MBA finance students.
This helpful presentation takes an in depth look into the many issues surrounding this important topic in the hedge fund industry, clearing up misconceptions and offering a thorough explanation of the reasons behind offshore investing.
Included in this presentation among other topics, users will find information regarding:
How hedge funds are structured
The composition of hedge fund investors
Reasons why investors choose offshore hedge funds
The various domiciles in which hedge funds operate
How hedge funds accommodate the needs of various investors
Learn more about the global hedge fund industry at: www.hedgefundfundamentals.com.
This presentation helps to identify the market interpretation of BIG 4 Auditing Giants. Everything is detailly well explained. It includes Market share capital, Labour, Turnover, Internship details etc! It will be much useful for MBA finance students.
Japan- world’s 3rd largest economy
The US Economy is going through many similar events
The Nikkei 225 Index Japan’s Stock Market
is Still down 72%... 20 years later
What Happens in a 20 year “BEAR” market?
Imagine if you still had every penny of gains you’d received on your investments!
The Military Families Learning Network's personal finance team presented a webinar on Financial Ratios & SWOT Analysis, two important components of creating a manageable spending plan.
Corporate failures are not uncommon in today's business world. However, when a company like Silicon Valley Bank (SVB) collapses, it sends shockwaves throughout the industry. SVB was once a thriving banking institution that specialized in tech startups, but its downfall was swift and sudden. The reasons behind SVB's collapse are complex, but they offer valuable lessons for all businesses.
We bring to you to the topic-specific Asset Allocation Management Powerpoint Presentation Slides with apt research and understanding. The ready to use strategic portfolio management presentation deck includes set of content ready PPT slides such as introduction to investments, objectives of portfolio management, types of investment, market scenario overview investment instruments, securities portfolio, analysis and valuation of equity securities, industry analysis PESTEL, SWOT analysis, discounted cash flow method, financial statement analysis, company cash flow statement, investment in special situations, fixed income and leveraged securities, bond valuation system, reinvestment risk table, type of convertible securities, options analysis, warrants summarization overview, derivative products, put and call options, stock index futures and options, stock indexes comparison table, broaden the investment perspective, international security market highlights, global market trends, mutual funds investment criteria overview, investment in real estate, diversified real estate classification, KPIs and dashboards etc. Simply download the portfolio analysis PPT visuals and capture your audience's attention. Highlight the fact that you have the credentials with our Asset Allocation Management PowerPoint Presentation Slides. You will emerge as the favorite candidate.
This talk about hedge funds in simple terms. It covers hedge fund managers, investors, strategies, comparison between hedge funds and mutual funds, performance measurement, Indian scenario, and historical performance.
Due Diligence PowerPoint Presentation Slides SlideTeam
Every organization needs to adapt to the ever-changing business environment. Sensing this need, we have come up with these content-ready change management PowerPoint presentation slides. These change management PPT templates will help you deal with any kind of an organizational change. Be it with people, goals or processes. The business solutions incorporated here will help you identify the organizational structure, create vision for change, implement strategies, identify resistance and risk, manage cost of change, get feedback and evaluation, and much more. With the help of various change management tools and techniques illustrated in this presentation design, you can achieve the desired business outcomes. This business transition PowerPoint design also covers certain related topics such as change model, transformation strategy, change readiness, change control, project management and business process. By implementing the change control methods mentioned in the presentation, you will be able to have a smooth transition in an organization. So, without waiting much, download our extensively researched change management framework presentation. With our Change Management Presentation slides, understand the need for change and plan to go through it without any hassles.
Innovative corporate finance solutions szecskay freshfields am cham 15 septem...JustAskSzecskay
Businesses have several options when they raise capital and each company requires a different level of flexibility and risk analysis for financing. Our legal experts prepared a case study on the different products available to a fictitious Hungarian subsidiary of a global enterprise which is considering the refinancing of its bank debts, and a SWOT analysis for compliance and risk management.
Japan- world’s 3rd largest economy
The US Economy is going through many similar events
The Nikkei 225 Index Japan’s Stock Market
is Still down 72%... 20 years later
What Happens in a 20 year “BEAR” market?
Imagine if you still had every penny of gains you’d received on your investments!
The Military Families Learning Network's personal finance team presented a webinar on Financial Ratios & SWOT Analysis, two important components of creating a manageable spending plan.
Corporate failures are not uncommon in today's business world. However, when a company like Silicon Valley Bank (SVB) collapses, it sends shockwaves throughout the industry. SVB was once a thriving banking institution that specialized in tech startups, but its downfall was swift and sudden. The reasons behind SVB's collapse are complex, but they offer valuable lessons for all businesses.
We bring to you to the topic-specific Asset Allocation Management Powerpoint Presentation Slides with apt research and understanding. The ready to use strategic portfolio management presentation deck includes set of content ready PPT slides such as introduction to investments, objectives of portfolio management, types of investment, market scenario overview investment instruments, securities portfolio, analysis and valuation of equity securities, industry analysis PESTEL, SWOT analysis, discounted cash flow method, financial statement analysis, company cash flow statement, investment in special situations, fixed income and leveraged securities, bond valuation system, reinvestment risk table, type of convertible securities, options analysis, warrants summarization overview, derivative products, put and call options, stock index futures and options, stock indexes comparison table, broaden the investment perspective, international security market highlights, global market trends, mutual funds investment criteria overview, investment in real estate, diversified real estate classification, KPIs and dashboards etc. Simply download the portfolio analysis PPT visuals and capture your audience's attention. Highlight the fact that you have the credentials with our Asset Allocation Management PowerPoint Presentation Slides. You will emerge as the favorite candidate.
This talk about hedge funds in simple terms. It covers hedge fund managers, investors, strategies, comparison between hedge funds and mutual funds, performance measurement, Indian scenario, and historical performance.
Due Diligence PowerPoint Presentation Slides SlideTeam
Every organization needs to adapt to the ever-changing business environment. Sensing this need, we have come up with these content-ready change management PowerPoint presentation slides. These change management PPT templates will help you deal with any kind of an organizational change. Be it with people, goals or processes. The business solutions incorporated here will help you identify the organizational structure, create vision for change, implement strategies, identify resistance and risk, manage cost of change, get feedback and evaluation, and much more. With the help of various change management tools and techniques illustrated in this presentation design, you can achieve the desired business outcomes. This business transition PowerPoint design also covers certain related topics such as change model, transformation strategy, change readiness, change control, project management and business process. By implementing the change control methods mentioned in the presentation, you will be able to have a smooth transition in an organization. So, without waiting much, download our extensively researched change management framework presentation. With our Change Management Presentation slides, understand the need for change and plan to go through it without any hassles.
Innovative corporate finance solutions szecskay freshfields am cham 15 septem...JustAskSzecskay
Businesses have several options when they raise capital and each company requires a different level of flexibility and risk analysis for financing. Our legal experts prepared a case study on the different products available to a fictitious Hungarian subsidiary of a global enterprise which is considering the refinancing of its bank debts, and a SWOT analysis for compliance and risk management.
The FOS aims to be a space for confrontation, learning and knowledge exchange for all FOs and the asset managers of the family business.
A place to orient oneself in the new trends in terms of investment: Impact Investing, Co-Investing, Alternative Investing and Shadow Banking will be at the centre of all discussions.
FOSS Family Office Advisory supports you with the establishment of a Single-Family Office or the selection of a Multi-Family Office in Switzerland or abroad.
A single family office is a holistic full balance sheet wealth management and financial solution for ultra-wealthy individuals or families. It is an organization dedicated to preserving, and investing the capital of its family.
Single family offices have been around in different forms for over 500 years but it was just in the 1930's-1960's that the modern day version started to take form...and even know many people do not understand what a single family office does or how they operate or invest their capital.
The single family office industry is growing quickly and if you would like to learn more about creating a single family office, family office executive search, family office co-investments, family office jobs, family office training, our family office association or single family office investments you will enjoy this PowerPoint overview of the industry. If you would like to see how to work with our team please visit http://SingleFamilyOffices.com or http://BillionaireFamilyOffice.com
Thank you for following our work.
Richard C. Wilson
CEO/Founder
Family Offices Group
Billionaire Family Office
Single Family Office Syndicate
Grow VC & The Soho Loft - Crowdfunding and Capital CreationGrow VC Group
The Soho Loft, TSL, is organizing a capital market and crowdfunding conference in Los Angeles on March 13 and 14. In this remarkable moment in history, the U.S. regulatory environment, its capital markets and the innovation that drives those markets are simultaneously on the threshold of dramatic change.
Grow VC is participating in the event panel, and Grow VC’s Co-founder Jouko Ahvenainen is speaking in the event. His presentation “Models and approach to building the new sustainable finance sector” illustrates new models for developing the finance and funding markets, and make them more effective, transparent and democratic.
CUT THROUGH THE CLUTTER: UNDERSTANDING THE FAMILY OFFICE LANDSCAPE - Michael ...IFG Network marcus evans
CUT THROUGH THE CLUTTER: UNDERSTANDING THE FAMILY OFFICE LANDSCAPE - Presentation delivered by Speaker Michael Zeuner, Managing Partner, WE FAMILY OFFICES at the IFG Wealth Management Forum Fall 2014.
HBR Webinar: On Digital's Frontline - How Company Culture can Make or Break D...Peter Vogel
Slides of my HBR webinar from February 23rd, 2016:
https://hbr.org/webinar/2016/03/on-digitals-frontline-how-company-culture-can-make-or-break-digital-transformation-2
For most companies in most industries, digital transformation is the key to future growth. This digital transformation will have massive implications for business models and for the world of work. Organizations must confront questions such as:
What makes the transition easier for some companies than others?
How do companies and their leaders develop strategies that can retain, engage, and get the best performance from high performers in this fast-changing environment?
There are massive talent implications in the shift to this new world. Strategies for hiring and retaining “digital natives” will change as companies compete to hire the best and keep them engaged.
Organizations will also have to think through physical and psychological implications of this always-connected world: While technology can improve productivity, it can increase fatigue and burnout. How will organizations deal with the need for “digital detox?”
In a live, interactive Harvard Business Review webinar, I described how the digital transformation is affecting talent strategies, and will share evolving best practices for attracting and retaining talent.
Engaging the Next Generation of Intrapreneurs in the Family Business - BFF Fa...Peter Vogel
I gave this keynote at the BFF Family Matters Forum 2015 in Miami, talking about how family businesses can harness NxG entrepreneurial acting and thinking within the family business.
TEDxLausanne: Empowering tomorrow's leaders to re-invent the labor marketPeter Vogel
Peter explores the future of the labor market and the role of entrepreneurial ecosystems. The technological revolution not only changed the way we work and live, but who we are. The "Next Generations" are facing the highest youth unemployment rates and at the same time employers have entered a fierce competition for talents. This huge challenge can only be solved by the next generation itself, in re-defining the labor market of the future. Establishing assessable and healthy entrepreneurial ecosystems has to become priority #1 of policymakers and practitioners if we want to ensure that the terminology "Lost Generation" will always remain a piece of history.
From Education to Employment: Bridging the Job Market GapPeter Vogel
Slides for our webinar at Making Cents International.
Summary:
Youth unemployment is one of the greatest and most complex challenges of our time, and among many other factors, the widening gap between the education system and the labor market is a driving force of youth unemployment in many countries. Due to the complexity of the issue, the resolution of global youth unemployment requires the collective effort of a variety of stakeholders, including educators, public policy and employers. This webinar takes a deep dive into the crisis and seeks to disentangle the factors and actors that collectively led to it. Moreover, it provides insights into challenges and opportunities that arise at the intersection of the education system and the labor market. To conclude, it offers a variety of creative ideas for how each and everyone of us can get actively involved in his or her daily function to help and tackle youth unemployment.
Digital Transformation - Effects on the World of Work and EmployeesPeter Vogel
The world of work has undergone some massive changes as a result of the digital transformation. Cloud computing, mobile technologies, social networks, among many other trends, have and continue to transform our personal and professional lives.
What are the effects of this digital revolution on the world of work and on the employees? What do companies have to do in order to cope with this transformation?
This presentation was part of a 2-day executive training I gave in Monterrey (Mexico) in collaboration with the Tecnologico de Monterrey and CAINTRA. The goal was to transfer insights of the Swiss MedTech Ecosystem to the area of Nuevo Leon to facilitate the creation of a MedTech ecosystem.
Intra(Entre)preneurial Solutions to Recruit and Retain Tomorrow's LeadersPeter Vogel
What does the global labor market look like today as well as challenges and opportunities related to (a) youth unemployment and (b) widening gap between youth and adult unemployment.
What is the labor market predicted to look like in the near future. What are global trends?
Tomorrow’s labor market is defined by today’s youth – the generations Y&Z
- Who are they and how are they different from today’s workforce?
- Look at the spectrum, ranging from those threatened by unemployment to those who will be leading figures in tomorrow’s world.
Leaders of tomorrow: What are their career options and what do they want and expect from work?
Challenges and Opportunities for organizations when facing tomorrow’s leaders
What is the role of entrepreneurship & intrapreneurship
- How did the importance of the phenomenon change over the past two decades
- How can organizations harness the entrepreneurial potential of tomorrow’s leaders?
Trends in the domain of entrepreneurship – An ecosystem perspective
- What are entrepreneurial ecosystems and their main components
- What does this mean in an organizational context? How can organizations build internal ecosystems of innovativeness and intrapreneurship to attract, reward and retain tomorrow’s talents?
Implications and recommendations for organizations on how to best implement a culture and structure that will get them the best talents.
- Detailed analysis of the culture, nurturing the free flow of creative ideas, reward systems that foster entrepreneurialism, a novel approach of funding creative ideas, mechanisms to retain talents and tomorrow’s leaders.
Collective Mining | Corporate Presentation - May 2024
Family Office Navigator
1. Prof. Dr. Peter Vogel
Professor of Family Business and Entrepreneurship
Director of the Global Family Business Center
peter.vogel@imd.org
FAMILY OFFICE NAVIGATOR
a new framework to help families
preserve their legacy and grow their
total family wealth across generations
22. Prof. Dr. Peter Vogel
Director Global Family Business Center
IMD Business School
peter.vogel@imd.org
linkedin.com/in/vogelpeter
Let’s embark on the FO journey together!