In today’s complex world, family offices play a pivotal role in safeguarding a family’s heritage and unity while preserving and growing generational wealth. As the world around us evolves, so too must family offices as they adapt to meet the changing needs of their families. The Family Office Navigator is your essential guide for establishing and managing a family office, equipping you with practical frameworks and actionable insights for every step of your journey.
The Family Office Navigator has been created in partnership with the Cambridge Family Enterprise Group and the Family Business Network
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Matt Falloon
As the lead editor for the Family Office Navigator, it was a great personal and professional privilege for me to work with Peter, Mario, and the rest of the team in bringing their exceptional levels of knowledge, skill, expertise, and experience together in a meaningful and impactful way for our audience.
With this book, we have strived to create and present a practical, easy-to- understand – but also deeply comprehensive – guide and framework that we hope will help families shape healthy and positive futures for the generations to come, and for society at large.
Courtney Collette, Martin Liechti, Marius Holzer
At Cambridge Family Enterprise Group, serving enterprising families is what motivates us. We continually strive to better understand and respond to the ever-changing challenges and opportunities that families and their enterprises face. Our services have evolved over the years, and – with the visionary leadership of Mario Marconi – have deepened, to support family offices as a vehicle for family success and wealth regeneration.
Developing the Family Office Navigator with Peter had been a passion for Mario these past few years. Though he was unable to see the fruits of their efforts in the publication of this book, we were sad but proud to step up to the task of completing the book in Mario’s honor, in collaboration with Peter.
It is our hope that it will be a testimonial to Mario, as well as an invaluable tool for enterprising families as they build and strengthen their family offices for generations to come.
Alfredo Carlo, Veronica Maccari, Beatrice Schena and Elena Vasumini
Our design studio, Housatonic, exists to create bridges toward generative relationships, where design plays a key role. We worked on the design of this book with the hope that anyone will be able to use it to enhance the way we create a positive impact on the planet. We believe that good design promotes good collaboration, and that collaboration is the only factor that will allow us to make the changes needed to create a better future for all, including our own families.
We hope the Family Office Navigator book will not only help readers better understand how to shape each family’s vision and future but also focus on what’s relevant with intention and sound organization.
IMD’s Peter Vogel and Martin Liechti of the Cambridge Family Enterprise Group demystify the concept of the family office, explore emerging trends in the field of dynastic wealth, and share insights into the best ways to safeguard your family legacy in an increasingly complex investment environment.
Fourth-generation family member Bruce Grossman tells IMD’s Peter Vogel about his successes and failures in establishing structures to unify the family enterprise and the lessons he hopes the next generations will take from the experience.
Cristina Carvajal, President of one of Latin America's most respected family enterprises, discusses the benefits of having a family member as the CEO of the family business.
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Research Information & Knowledge Hub for additional information on IMD publications
Research Information & Knowledge Hub for additional information on IMD publications
Research Information & Knowledge Hub for additional information on IMD publications
Research Information & Knowledge Hub for additional information on IMD publications
Research Information & Knowledge Hub for additional information on IMD publications
Research Information & Knowledge Hub for additional information on IMD publications
Research Information & Knowledge Hub for additional information on IMD publications
Research Information & Knowledge Hub for additional information on IMD publications
Research Information & Knowledge Hub for additional information on IMD publications