Stewarding Legacy & Wealth · Monograph I
Designing a Family Office
From Building Wealth to Building an Institution
Abisola Oladapo, CoreLoop Institute · SLW-001 · Published
Executive summary
Exceptional entrepreneurs build extraordinary businesses; far fewer intentionally build the institution that owns them. This monograph sets out how a family office becomes the coordinating institution through which ownership, capital, governance and legacy decisions are made in light of one another — rather than in isolation by advisors each working from an incomplete picture.
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Founder's Note
One of the questions I hear most often from founders and senior executives is surprisingly simple:
Do I need a family office?
My response is usually another question:
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CoreLoop Advisory provides strategic, organizational and implementation advisory. We do not provide legal, tax, investment-management, accounting or fiduciary services, and we work alongside your family's qualified professional advisors.
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