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FEATURED ARTICLE
The secret weapon for finding efficiencies at the family office
From bringing lunch to work to making coffee at home, many of us try to economize from time to time. At the family-office level, the scale may be different, but the principle is the same: Waste and inefficiencies are luxuries no one can afford.
But where to look when the solution isn’t as simple as cutting back on those daily lattes?
The most obvious area to consider is economies of scale. But the second kind of efficiency is one you might not think of right away: Is the family itself running at their optimum level of performance?
It was our most popular article of the week.
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MEMBER CONTENT
The gold standard in the family enterprise space: Family Enterprise Advisor designation (FEA)
“Enrollment is up 34 per cent year-over-year. I’ve also noticed participants are getting younger, which I think is good. Younger advisors relate better to rising-generation family members, and that’s critical."
The FEA program is the gold standard in Canada for certifying family office advisors, and its popularity is on the rise. Canadian Family Offices’ recently sat down with Steve Legler, family legacy guide, to discuss the program and more specifically his role as an advisor within the program. Plus, the value of hands-on learning experience that FEA participants receive.
This article is brought to you by PBY Capital.
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