Insight for the profession: publications, news, best-practice guidance and training, freely available to all.
Independence is the quality that makes family office advice worth trusting. Our forthcoming lead paper sets out the principles that keep it genuine, and how the LFFO standard protects it.
Read the paperPublications
A forthcoming paper setting out the principles that keep advice genuinely independent.
An overview of the markets, structures and professions the association serves.
How family offices and their advisors engage constructively with supervisory bodies.
How families prepare the transfer of stewardship, and where advisory practice most often falls short.
Committee structures, reporting lines and decision rights that hold up as a family grows.
A working checklist for onboarding, ongoing monitoring and the documentation supervisors expect.
Why families increasingly invest directly, and the capabilities that decision demands in-house.
A disciplined process for appointment, mandate design and the periodic review families too often skip.
Practical controls for a small team holding sensitive family and financial data, and the questions a supervisor will ask.
A working template for objectives, constraints and the decision rights behind them, sized for a family rather than an institution.
Where values-based mandates are heading, and how families measure what the allocation actually achieves.
A staged approach to responsibility, education and access as younger members step in.
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News & articles
The association’s renewed platform brings members, events and knowledge together.
The forces bringing practitioners and adjacent professions closer together.
Conversations with the practitioners and partners behind the association.
Perspectives
Selected writing on the themes the association and its members have taken a position on: the Luxembourg centre, philanthropy, and the wider economic backdrop family offices navigate.
A financial centre with fifty years of expertise, where government and the professions work proactively to keep transparency, best practice, AML and KYC standards and sound governance at the heart of the ecosystem.
Wealth management is far from the preserve of the private banks. Smaller, more agile structures offer the same services with a broader and more personalised range: the family offices.
Philanthropy has evolved considerably across Europe. New technologies have transformed generosity, while a new generation of donors wants to be closely involved in the projects it supports.
Words carry meaning, particularly when spoken by the President of the European Central Bank. It was a plea for more active and coordinated budgetary policy, backed by European political union, to lift the continent out of stagnation.
Training programmes
Developed and delivered with universities and schools to grow the next generation of family office professionals.
A grounding in the structures, roles and responsibilities at the heart of the profession. Programme details to follow.
Recognition of expertise aligned to the LFFO standard. In development with academic partners.
Best Practices
At the core of the association is a commitment to structuring the profession around a shared best-practice standard: one that guarantees independence and recognises genuine expertise. Our guidelines will be published here, openly, for the whole community.