*FREE STEP Webinar* Beyond investment: How family offices are redefining advisory relationships

• Family offices are expanding their role beyond investment management to focus on generational stewardship, family engagement, and legacy planning.

• Advisory relationships are becoming more collaborative and holistic, requiring advisors to provide integrated, client-centered support across multiple disciplines.

• Operational complexity is increasing, with family offices paying greater attention to areas like staffing, technology, remuneration structures, outsourcing, and strategic capital management.

  
  

Sign up for this free webinar and explore how modern family offices are evolving from purely investment-focused entities into broader platforms for managing generational wealth, family engagement, and long-term legacy. As family wealth structures grow more complex, family offices are redefining how they work with external advisors across legal, tax, governance, and financial services. Through interviews with a family office principal, a non-family executive, and an advisor experienced with family offices, the session will highlight real-world perspectives on how these organizations operate and what they expect from advisory partners. The discussion will also address operational topics such as staffing models, technology, remuneration, capital extraction, and the growing emphasis on purpose-driven wealth stewardship.

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