Family Organizational Architecture® (FOA) represents the design, buildout, and ongoing optimization of the family’s entire “organization”, including the family office, trust & estate advisors, investment and risk management, tax and accounting, insurance, legal entities and a broad array of external service providers.
FOA is truly transformational as it both perfectly reflects the family’s mission, values, and goals and is a major source of synergy and value.
FOA embodies the interplay between the functional (investing, planning, administration); the structural (entities, accounts, and organizations); and the operational (process, governance, reporting).