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Virtual family office

Wealth management for high-net-worth families has grown increasingly complex. For some families, the responsibility of wealth management has shifted to younger generations who have less experience investing. For other families, the early liquidation of businesses has created uncertainty for mid-career professionals who face new investments or major life decisions. In this virtual program, you will gain an in-depth understanding of best practices in family wealth management; explore the governance, structure, and investment challenges that are unique to families; and discover new approaches for managing and preserving family wealth through a live online platform. Attendance by multiple company representatives or family members is encouraged but not required. Chief executives and family members involved in the company and looking to expand business strengths and strategies are encouraged to explore our in-person program, Families in Business. When you participate in a virtual HBS Executive Education program, you benefit from a powerful learning experience carefully designed with a virtual setting in mind. Through live, synchronous program sessions you'll engage directly with our renowned faculty to learn from their latest research, gain actionable takeaways, and facilitate your growth. In addition, virtual discussion groups will connect you to a global group of peers and build your network. Your rich learning experience will include faculty presentations, case studies, and small-group discussions.
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The family office has long been the preferred realm for high-quality investment advice. These privately held companies, serving a single, very wealthy family, offer the very model of focused investment and planning services — but only for the few who can pay the piper.
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How does it work?

The wealth management industry is evolving to meet the new needs of HNWIs. Though it is expanding rapidly, it is still quite confidential and rarely discussed in conferences. A virtual family office is a solution for those wealthy families who want the services of a top tier family office without having to afford the costs related to a single family office or to work with a multi-family office. They are contacted when their expertise and knowledge is required : financial planners, investment advisors, tax advisors, accountants, attorneys and business or other consultants. The different experts do not share an office, and most of the time work as independent professionals or part of another company. Virtual family offices can therefore be seen as a structured network of experts whose talents can directly serve HNW clients. They can operate as a single family office or a multi-family office. Discover KeeSense, our business-oriented solution for traditional and virtual family offices. To learn more, please contact the Team of KeeSystem. At KeeSystem, everything we do is designed to achieve our mission : to support the development of independent asset managers by relying on a technological solution allowing them

What is a virtual family office ?

Hartley, his colleagues, and others, enables individual professionals and boutique professional firms to combine their expertise to serve the ultra-wealthy family in an efficient and highly effective manner. In the VFO model, teams of professionals are assembled to specifically meet the needs of a family such as yours. Your family's most trusted advisor serves as the relationship manager and helps assemble a highly talented and experienced team. The team members train together to ensure they fully understand your family's needs and goals and the responsibilities of each team member. In the VFO mode of operation families pay only for the services they need. Think of your Virtual Family Board of Directors as a buffer between, and interface with, the complexity of your financial plan. We organize all of the elements of your plan into systems that manage all three forms of family wealth. Highly successful families organize their financial capital so they are able to devote their resources to cultivating, enhancing and sustaining their social and human Capital. Only when these forms of capital are nurtured can a family build a lasting legacy for generations. Families who commit to being transformational families believe the most important investments are those in themselves, their descendants and their community.

Hartley, his colleagues, and others, enables individual professionals and boutique professional firms to combine their expertise to serve the ultra-wealthy family in an efficient and highly effective manner. In the VFO model, teams of professionals are assembled to specifically meet the needs of a family such as yours. Your family's most trusted advisor serves as the relationship manager and helps assemble a highly talented and experienced team.

The team members train together to ensure they fully understand your family's needs and goals and the responsibilities of each team member. In the VFO mode of operation families pay only for the services they need. Think of your Virtual Family Board of Directors as a buffer between, and interface with, the complexity of your financial plan.

We organize all of the elements of your plan into systems that manage all three forms of family wealth. Highly successful families organize their financial capital so they are able to devote their resources to cultivating, enhancing and sustaining their social and human Capital. Only when these forms of capital are nurtured can a family build a lasting legacy for generations. Families who commit to being transformational families believe the most important investments are those in themselves, their descendants and their community.

By rethinking the role of their financial capital, they begin to see these assets as a means to support and grow the other forms of their family capital—social and human capital—which have the greatest effect on family coherence and impact. Traditionally, families built a network of professionals to support them in one of two primary ways: a siloed approach where professionals work independently of each other and only as needs arise, or a full-time professional staff approach.

Both designs present potential dangers to a family. A siloed approach may cause recommendations by one or more of these professionals to be made in a vacuum that ignores other areas of planning, or they may rely on the family to relay messages from one professional to another. In this situation, highly technical solutions may unknowingly be miscommunicated causing confusion and potential errors. A full-time staff approach can either be cost-ineffective as full-time staff may not be needed at all times, or staff members may lack experience in areas of need that require technical expertise.

By using a team structure that fosters communication among team members, and the flexibility to integrate technical professionals when needed, planning will become more coordinated, efficient, cost-effective, and can be scalable over multiple generations and future households. Phone: Fax: Get Directions. Skip to main content. You are here Home Virtual Family Office.

Wealth View my Flipboard Magazine. Contact Us Don't hesitate to get in touch with us. We would love the opportunity to become your trusted advisor. Get to know us. Phone: Fax: Email: contact dkeinc. Leave this field blank:. Privacy Policy Legal Notices Disclosures. All rights reserved.



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