Family Office Navigator

In my role as Professor and Director of the IMD Global Family Business Center, I have the privilege of working with enterprising families from around the world. My ultimate goal is to assist them in ensuring multi-generational success and unity. Many of these families either have a family office or are in the midst of establishing one. My mission is to guide them through the intricate terrains of a family office in the most effective and efficient manner. This has motivated me to create the Family Office Navigator, the second in a series of Navigator books, following the publication of the “Family Philanthropy Navigator” in 2020.I hope this book will challenge, educate, and inspire families in their family office endeavors, irrespective of whether they are novices in the realm of family offices or have accrued decades of experience. In the end, I envision the navigator evolving into a standalone tool that families and their advisors worldwide will find invaluable.

Mario was passionate about his work and always recognized the wider purpose and values in each entrepreneurial family. He had the privilege of meeting and assisting numerous families around the world, especially on topics where they could make a difference in people’s lives. His deep desire was to transmit knowledge to meet the family’s needs and empower younger generations. He was honored to co-write the Family Office Navigator with Peter Vogel, sharing their collective wisdom. Unfortunately, Mario left us too early to complete this project about which he cared so deeply. Our gratitude extends to Peter as well as Mario’s colleagues at CFEG who supported its realization. This book will not only be valued for its written words, but its completion is also proof that the union of families and friendships can lead to the accomplishment of wonderful projects. In memory of Mario, we hope this book will stand as one of the pillar stones that protect and bind families together, not only in good times but also in challenging ones. Ivana, Filippo, and Leonardo Marconi (Mario’s Family)