Development, strategy and launch of family offices
The mission of every family office is to contribute to and implement the family’s owner strategy and family constitution, to support and guide the family according to their wishes, ambitions and needs, and to manage the family’s assets in good times and in bad.
At Harbour Family Governance, we advise families and family offices on how to create a successful, clear, and harmonious collaboration. We join the family from the initial thoughts of a family office launch to ensure that the strategy, organization, branding, location, and talent will be a fit for the family’s ambitions and dynamic.
We also contribute with specialised competencies to handle projects that the family office does not necessarily have in-house experts for, such as development of purpose, individual education and development plans, conflict resolution, strategies for philanthropy and the development of next gens etc.
Case: Developing a family office strategy
Situation
Together with a family, we had developed an ownership strategy that clearly articulated the family’s expectations and needs regarding their family office. The objective of the next project was to create a family office strategy that would concretely support the family’s professional development, investment requirements, and desired personal services.
Solution
Harbour Family Governance assisted the family and their family office in transforming the ownership strategy into a concrete and operational family office plan, featuring clear objectives, success criteria, and organizational design. This enabled the family office to understand precisely how they could create tangible, valued changes.
Result
The new strategy provided clear direction for the family office’s activities, enabling the family to clearly recognize themselves in the priorities and actions undertaken by the family office.

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