Why Family Offices Become Frustrated With Estate Operations
One of the most common things I hear from estate managers is: "The family office wants more reporting."
After years of working with family offices, I don't think that's actually what they're asking for. What they ARE asking for is visibility. They want to know:
- What projects are underway
- What decisions require attention
- Where we are against the budget
- What changed since last month
The frustration usually isn't around a lack of information. It's focused on a lack of VISIBILITY. In this episode, I share more about this as a means to get family offices and estate managers (and directors…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.