Description

Mitigate risks with regard to your commercial real estate portfolio

What needs to be included in a Family Office business plan and what are the different stages involved in setting up a Family Office?

How will family governance evolve with your Family Office?

Should the Family Office act as the asset manager for all family members, or should it just be an advisor for some specific services to selected family members?

Have you done enough to ensure the longevity of your Family Office?

What are the main obstacles to implementation of risk management measures in your Family Office?

...Find the answers to these, and more, questions with this Family Office Toolkit:

Protect your personal, financial and business assets.
Exit your commercial real estate investment.
Monitor if your investments are good business and are creating impact for society or the environment.
Adapt your offering to meet future needs.
Protect your business interests and your personal assets.
Adapt your offering to meet such future needs.
Shape your future aspirations and mitigate the risks and complexities of tomorrow.
Improve the performance of your assets.
Raise capital to fund the expansion of your business.

HOW THIS TOOLKIT WORKS:

Save time, empower your teams and effectively upgrade your processes with access to this practical Family Office Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Family Office related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Family Office specific requirements:

STEP 1: Get your bearings

Start with...

The latest quick edition of the Family Office Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 997 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Family Office improvements can be made.

Examples; 10 of the 997 standard requirements:

Will the transition from a highly structured business environment to a loosely structured family office environment prove too taxing for the existing family business CFO?
Is the grantor considered to be a trustee under the statute if one exercises the power to make discretionary distributions to himself through the trust organization?
Does the next generation view your organization and management of the family office as an accurate reflection of the family values you are trying to pass along?
Will your organizations receipt of revenue from the internal or external investment products or services affect its ability to be loyal, impartial and prudent?
What is the policy toward outsourcing and will outsourcing enable the family office to leverage its resources to expand the services provided to its members?
How does your organization use external organizations to provide trust related services, including insurance, tax compliance and estate planning services?
Why should a client run from one advisor to the next coordinating efforts when a competitor will take care of it all, probably at a lower overall price?
Is there an interface to insource all investment data and transactions on a daily basis automatically, or do some tasks have to be done still manually?
What is a family office, and what are the typical paths that lead a family to either start the own single family office or join a multi family office?
What impact does inflation, estate tax, and macroeconomics play on the viability of the business model in regard to corporate entrepreneurship?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

The workbook is the latest in-depth complete edition of the Family Office book in PDF containing 997 requirements, which criteria correspond to the criteria in...

Your Family Office self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

The Self-Assessment Excel Dashboard; with the Family Office Self-Assessment and Scorecard you will develop a clear picture of which Family Office areas need attention, which requirements you should focus on and who will be responsible for them:

Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
Gives you a professional Dashboard to guide and perform a thorough Family Office Self-Assessment
Is secure: Ensures offline data protection of your Self-Assessment results
Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Family Office projects with the 62 implementation resources:

62 step-by-step Family Office Project Management Form Templates covering over 1500 Family Office project requirements and success criteria:

Examples; 10 of the check box criteria:

Lessons Learned: How many government and contractor personnel are authorized for the Family Office project?
Human Resource Management Plan: Are non-critical path items updated and agreed upon with the teams?
Procurement Management Plan: Specific - is the objective clear in terms of what, how, when, and where the situation will be changed?
Probability and Impact Matrix: Are staff committed for the duration of the Family Office project?
Procurement Audit: Are there procedures governing the negotiations of long-term contracts?
Schedule Management Plan: Is a process defined for baseline approval and control?
Quality Audit: How does your organization know that its research planning and management systems are appropriately effective and constructive in enabling quality research outcomes?
Project Scope Statement: Will all tasks resulting from issues be entered into the Family Office project Plan and tracked through the plan?
Stakeholder Analysis Matrix: Is there a clear description of the scope of practice of the Family Office projects educators?
Lessons Learned: How was the political and social history changed over the life of the Family Office project?

Step-by-step and complete Family Office Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

1.1 Family Office project Charter
1.2 Stakeholder Register
1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

2.1 Family Office project Management Plan
2.2 Scope Management Plan
2.3 Requirements Management Plan
2.4 Requirements Documentation
2.5 Requirements Traceability Matrix
2.6 Family Office project Scope Statement
2.7 Assumption and Constraint Log
2.8 Work Breakdown Structure
2.9 WBS Dictionary
2.10 Schedule Management Plan
2.11 Activity List
2.12 Activity Attributes
2.13 Milestone List
2.14 Network Diagram
2.15 Activity Resource Requirements
2.16 Resource Breakdown Structure
2.17 Activity Duration Estimates
2.18 Duration Estimating Worksheet
2.19 Family Office project Schedule
2.20 Cost Management Plan
2.21 Activity Cost Estimates
2.22 Cost Estimating Worksheet
2.23 Cost Baseline
2.24 Quality Management Plan
2.25 Quality Metrics
2.26 Process Improvement Plan
2.27 Responsibility Assignment Matrix
2.28 Roles and Responsibilities
2.29 Human Resource Management Plan
2.30 Communications Management Plan
2.31 Risk Management Plan
2.32 Risk Register
2.33 Probability and Impact Assessment
2.34 Probability and Impact Matrix
2.35 Risk Data Sheet
2.36 Procurement Management Plan
2.37 Source Selection Criteria
2.38 Stakeholder Management Plan
2.39 Change Management Plan

3.0 Executing Process Group:

3.1 Team Member Status Report
3.2 Change Request
3.3 Change Log
3.4 Decision Log
3.5 Quality Audit
3.6 Team Directory
3.7 Team Operating Agreement
3.8 Team Performance Assessment
3.9 Team Member Performance Assessment
3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

4.1 Family Office project Performance Report
4.2 Variance Analysis
4.3 Earned Value Status
4.4 Risk Audit
4.5 Contractor Status Report
4.6 Formal Acceptance

5.0 Closing Process Group:

5.1 Procurement Audit
5.2 Contract Close-Out
5.3 Family Office project or Phase Close-Out
5.4 Lessons Learned

Results

With this Three Step process you will have all the tools you need for any Family Office project with this in-depth Family Office Toolkit.

In using the Toolkit you will be better able to:

Diagnose Family Office projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
Implement evidence-based best practice strategies aligned with overall goals
Integrate recent advances in Family Office and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Family Office investments work better.

This Family Office All-Inclusive Toolkit enables You to be that person.

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.

TRUSTED BY NEARLY 200.000 PROFESSIONALS:

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'Everyday there are new regulations and processes in my industry. The Art of Service toolkit has kept me ahead by using AI technology to constantly update the toolkits and address emerging needs.'

'Many of our competitors have asked us about our secret sauce. When I tell them it is the knowledge we have in-house, they never believe me. Little do they know The Art of Service toolkits are working behind the scenes.'

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Checklists:

Checklists:Family Office Checklist Report on BUSINESS.pdf

Checklists:Family Office Checklist Report on IMPACT.pdf

Checklists:Family Office Checklist Report on INVESTMENT.pdf

Checklists:Family Office Checklist Report on MARKET.pdf

Checklists:Family Office Checklist Report on OFFICE.pdf

Checklists:Family Office Checklist Report on ORGANIZATION.pdf

Checklists:Family Office Checklist Report on SERVICE.pdf

Checklists:Family Office Checklist Report on WEALTH.pdf

Checklists:Family Office Checklist Report on WORK.pdf

FAQ.pdf

README.pdf

STEP 1 Get your bearings:

STEP 1 Get your bearings:Family Office Self-Assessment Pre-Filled EXAMPLE.xlsx

STEP 1 Get your bearings:Family_Office_Quick_Exploratory_Self-Assessment_Guide.pdf

STEP 2 Set concrete goals tasks dates and numbers you can track:

STEP 2 Set concrete goals tasks dates and numbers you can track:Family Office Self-Assessment.xlsx

STEP 2 Set concrete goals tasks dates and numbers you can track:Family_Office.pdf

..and the Project Management resources in 'STEP 3: Implement, Track, follow up and revise strategy' as described above.

Who This Toolkit Is For

This Toolkit is specifically designed for professionals who want to get results or those who want to sell more of their products and services such as…

Coaching or Consulting
Online Courses
Masterminds
Professional Services
Agency Services
Events and seminars
Software / SaaS
Done-for-you Services

Bottom line, if you are managing high-end products and services, this toolkit will help you know more, see more and sell more - as well as train your people and co-workers to do so.

If you are a professional who wants to level-up, this Toolkit will help you do exactly that. And if you ever decide to launch products or services, this Toolkit will give you the skills that will not only serve you today as a professional but also in the future as an entrepreneur.

These skills will enrich every part of your life.

Are you ready to get started?

Are you clear on what you are struggling with, want to figure out what the problem is, diagnose it, and get a solution? The solution is something this Toolkit can provide, and we believe it can solve your problem, but you have to decide if you want to become a part of it or not.

Decision Making:

When it comes to making purchasing decisions, do you have clarity on your decision-making process before possibly purchasing this Toolkit? Are there others to consider and are they supportive of you wanting to possibly get results?

The Reason:

What are you looking for that this Toolkit can help you with, what do you need help with specifically. Is the cost of feeling the pain far more than the cost of removing it?

Can you fill in the blanks: “I need help with … because of …?”

You are here because we have a great reputation in the space, and you specifically want this Toolkit to help you, but why now, why is it so important to solve this right now?

The answer to this question is your REAL pain:

Why do you think this problem exists?
What have you tried to fix it?
How long has this been a problem?
Is this problem affecting your life in other ways, and how?

Tried:

What have you tried so far to fix this? Is there pain of frustration to solve this all on your own?

This Toolkit gives you your proven advisor, an advisor the vast majority of professionals do not use, because they do not know it exists. If you have tried Toolkits before, so have everyone else of our 200.000 clients. Once they use this Toolkit, they are shocked as to how they quickly get results.

Current and desired situation:

This toolkit will give you the exact quantifiable metrics in your situation; identifying where exactly you are in the journey to solving your problem and what that looks like.

Where do you want to be, what is your desired situation: if you were to use this Toolkit, where would you want to be 12 months from now to feel like the investment was more than worth it? Make sure you set realistic expectations.

Why:

What is driving you to achieve that goal? How would that affect you or change your life. What would that look like.

The reason WHY you want something always comes down to either love or status - have clarity on your WHY.

Ownership:

What is stopping you from achieving this all on your own without any help? If your answer is one of these three answers, this Toolkit is right for you:

I do not know how to do it
I want to follow a proven process from someone that has already done it
I want to get there faster

Commitment:

When are you wanting to fix this? If the answer is now; how committed are you to making that happen? Will you do the work? Will you take action? Will you show leadership?

The fact is, it is never a good time, it is never a good time to start a new program, and it is never a good time to fix a major problem. And even if you think a later time is a good time, you know something will come up. Life will keep happening. If you truly want to solve this problem, would you agree you have to commit to solving it even when it is not the perfect time?

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However, if you are wanting to solve your problem, this Toolkit can make that happen.

Which would you like to do?

Our area of expertise is helping professionals to get the results they want so they can lead and get ahead. And we do that by pouring our experience, advise and knowledge in this Toolkit. Now, this may not be for you, but we let you decide if it sounds like a good fit so far.

What happens upon purchase: When you add to cart and checkout you will instantly be able to access the Toolkit resources, no delays, no waiting, no talking to people; this is unique and custom to our Toolkits and business. Right away the Toolkit will Guide you through a step-by-step process to get results.

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