“Do we need a family office?”

It’s a question that comes up often after building a successful enterprise or navigating a major liquidity event. But the real question runs deeper — not just how to structure wealth, but who the family is and what the wealth is for.

Join FBCG President and CEO Kristi Daeda and consultants Jennifer Strom and Lydia Tuthill for a practical conversation on approaching the family office question with your family’s values — not just your assets — at the center.

In this webinar, you’ll learn:

  • Why family identity, not asset size, should drive family office design
  • How a clear family mission guides decisions about structure, governance, and investment strategy
  • The varying family office models and how to evaluate which fits your situation
  • Practical first steps for families at any stage of this conversation

This one-hour webinar includes 15 minutes of open Q&A.

Can’t make it live? All registrants will receive a link to the recording.