Tabs navigation
Family office succession planning
The International Family Offices Journal
Vol. 1 - Iss. 3 pp. 20–26
Mar 2017
A number of years ago, John and Ann Williams2 sold their successful family-owned business and established a single family office to invest the sales proceeds and support their family's investment, reporting, tax and other needs. They had professionalised the office with strategic investments in staff, including a senior level COO and CFO who reported directly to John. Over the years, the office took on more responsibility, not only for John and Ann's affairs, but for those of their children and their children's families as well.