{ "schemaVersion": "deck-intelligence.v1", "id": "019dd923-5e88-73ef-bd58-d60590226592", "slug": "4dabb861968e8184", "title": "ey family office study client deck asia pacific", "subtitle": "EY", "author": "EY", "pageCount": 64, "kind": "consulting-deck", "orientation": "portrait", "aspectRatio": 0.707, "document": { "id": "019dd923-5e88-73ef-bd58-d60590226592", "slug": "4dabb861968e8184", "title": "ey family office study client deck asia pacific", "rawTitle": "ey family office study client deck asia pacific", "authorId": "MorganStanley", "authorName": "EY", "authorDisplay": "EY", "kind": { "slug": "consulting-deck", "label": "Consulting deck" }, "sourceType": { "slug": "equity_research", "label": "Equity research" }, "fileName": "ey-family-office-study-client-deck-asia-pacific.pdf", "sourceUrl": null, "sourceDate": null, "presentationDate": null, "ingestedAt": "2026-04-24 14:50:26+00", "status": "ready", "pageCount": 64, "orientation": "portrait", "aspectRatio": 0.707, "targetCompany": null, "targetTicker": null, "metadata": { "local_root": "/tmp/legacy-images/4dabb861968e8184", "origin_corpus": "consulting" } }, "coverage": { "pageCount": 64, "pagesIndexed": 64, "pagesWithImages": 64, "pagesWithMetadata": 64, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 462, "chartCount": 4, "metricSlides": 0, "toolMatches": 17, "documentToolMatches": 0, "frameworkMatches": 11, "arcMatches": 1, "beatMatches": 4, "loopMatches": 2, "patternMatches": 0, "storymakersMatch": false, "scoreAvailable": true, "reviewAvailable": true, "activistThesisAvailable": false, "pitchdeckMetadataAvailable": false, "pitchdeckProfileAvailable": false }, "blocks": [], "matches": { "arcs": [ { "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "matchId": "e05092f8-23ea-4da6-9e92-3d62be483d5d", "evidence": "The deck follows a logical structure, starting with an introduction to family offices, then diving into services, risk management, and talent retention.", "isPrimary": true, "confidence": 0.8, "extraction": { "at": "2026-07-16 21:19:07.449248+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": 5, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 1, "name": "Situation & Context", "beatId": "0ec5b361-66c3-469d-bbf0-d915ec41a482", "matchId": "e05092f8-23ea-4da6-9e92-3d62be483d5d", "beatType": { "name": "Situation & Context", "slug": "consultants-gambit-situation-context", "status": "active", "canonId": "019dd9b8-05ae-741b-992d-65ee83c639b3", "version": 1, "description": null }, "evidence": "The deck begins with an introduction to family offices and their role in wealth management.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. 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All these organizations and individuals have provided invaluable insights into family offices and their concerns, and the report would not have been possible without their help. We hope that you will find this report helpful and illuminating for your decision-making as you plan a path for your family into the future.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:06:49.91+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "49fc67d5-a5db-4fb3-813d-03fb44e13494", "parentComponentId": null }, { "bbox": { "h": 0.265, "w": 0.604, "x": 0.198, "y": 0.311 }, "kind": "paragraph", "text": "A large number of family offices have been set up over the last 10 years all over the world. The common triggers for establishing a family office include: ensuring that wealth is transferred to future generations; preserving family wealth; consolidating assets; dealing with a sudden influx of liquidity; solving family conflicts; and increasing wealth management efficiency. Family offices have also gained prominence because of wealth-holding families' desire for greater control over their investments and fiduciary affairs, as well as lifestyle management. Indeed, this desire for control has gained even more resonance since the 2008-09 financial crisis, as more families have taken control of their financial affairs. As wealth grows, particularly in the emerging markets, there is little doubt that family offices will play an even bigger role in the management of substantial wealth in the years ahead. This guide, certainly one of the most comprehensive and in depth ever published, is designed as a learning tool to provide guidance to families considering setting up a family office. They include business families who wish to separate their family wealth and assets from the operating business, and successful entrepreneurs looking at structuring liquidity gained from a highly profitable sale in order to further grow and preserve their wealth.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:06:49.91+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "62e80dd6-ce01-49c6-90dc-248f0381c59d", "parentComponentId": null }, { "bbox": { "h": 0.085, "w": 0.604, "x": 0.198, "y": 0.218 }, "kind": "paragraph", "text": "Dear Reader, We are delighted to present the first definitive and comprehensive guide on setting up a family office and best practices within the sector. 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In 1838, the family of financier and art collector J.P. Morgan founded the House of Morgan... In 1882, the Rockefellers founded their own family office.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:06:49.663+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5776641c-1046-4d5d-abfc-1522f38dfebb", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.45, "x": 0.51, "y": 0.52 }, "kind": "paragraph", "text": "Since the individual services of a family office are tailored to the clients... the amount of family wealth under management is generally at least US$100m.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:06:49.663+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "59ef97bf-81d5-4efa-84f5-48693ea7e817", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.45, "x": 0.51, "y": 0.36 }, "kind": "paragraph", "text": "The expression \"family office\" covers all forms of organizations... Many family offices were originally a \"single family office\"... When a family office opens up its services to other families it becomes a \"multi family office\".", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:06:49.663+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5fc2d332-0405-4b67-9635-67a8dcdb2817", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.45, "x": 0.51, "y": 0.63 }, "kind": "paragraph", "text": "Family offices are arguably the fastest-growing investment vehicles... there are at least 3,000 single family offices in existence globally and at least half of these were set up in the last 15 years.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:06:49.663+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9ccd9598-5977-44e0-b97a-a65ee52e0403", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.15, "x": 0.35, "y": 0.78 }, "kind": "source-note", "text": "1. 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It discusses compensation benchmarks for CEOs in the UK and Switzerland.", "elementsJson": [ "bullet_list", "paragraph", "photo" ], "confidence": 0.9, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 18:06:57.301+00", "seconds": 7.861, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd58-d60590226592/25", "deck": "/decks/019dd923-5e88-73ef-bd58-d60590226592", "deckAnchor": "/decks/019dd923-5e88-73ef-bd58-d60590226592#slide-25", "deckJson": "/decks/019dd923-5e88-73ef-bd58-d60590226592.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "The key to retaining people once they have been recruited depends heavily on compensation and the feedback process.", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 16:18:07+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-3408-77db-b488-c5027267cabf", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.45, "x": 0.51, "y": 0.51 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:06:57.301+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "376d3db8-645d-48ed-b59b-79009358a67e", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.45, "x": 0.05, "y": 0.33 }, "kind": "list", "text": "Checking references. The recommendation from a trusted adviser or family member is valuable, but more extensive checks should be made. The process should be rigorous in order to ensure objectivity.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:06:57.301+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "95908d9e-9836-4abc-bd2b-2737fcbda357", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.45, "x": 0.51, "y": 0.33 }, "kind": "list", "text": "Receptiveness\nA big challenge when staffing a family office is how family office executives and family members can maintain a sense of partnership, without the impartiality of the executive being affected by the family. Family office executives must be open to giving and receiving feedback so that an environment of honesty and openness can flourish. This process of feedback is in itself dependent on the long-term commitment to the family, cultivated by appropriate incentive planning and personal chemistry – an unquantifiable element in the process!", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:06:57.301+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f27e670d-7b23-4a2e-bbff-00bd043e7541", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.45, "x": 0.05, "y": 0.73 }, "kind": "list", "text": "2. Feedback\nDelivery\nMany executives move from a highly structured corporate environment and can feel uncertain about their performance and the family's satisfaction with their role due to a lack of meaningful feedback. Family members may be unused to having to satisfy this need for feedback, but attempts should be made at a fair and thorough assessment of performance where possible. It has been observed that CEOs at family offices often feel unimportant, largely because of a lack of feedback, rather than concern over compensation.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Numbered list", "slug": "numbered", "status": "active", "canonId": "019de52c-fcc0-7718-a284-a4250c805df2", "version": 1, "description": null }, "framework": null }, "subkind": "numbered", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:06:57.301+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1881a7eb-20f0-46da-9ff8-c6c2d6f94994", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.45, "x": 0.05, "y": 0.48 }, "kind": "list", "text": "1. Compensation\nConversations. The feedback process must be performance-based, consistent, and incorporate an element of long-term compensation.\nIncentives can include things such as phantom stock (future cash payment based on market value of shares), co-investment opportunities, transaction bonuses and, in some cases, partnerships. Incentive plans often reflect the standards in the industry that created the family's wealth, so packages vary by industry.\nBenchmarks for compensation: a CEO's base salary in the UK ranges from US$240,000 to US$630,000, while in Switzerland CEOs managing multi-jurisdictional wealth receive between US$450,000 and US$720,000 as a base.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Numbered list", "slug": "numbered", "status": "active", "canonId": "019de52c-fcc0-7718-a284-a4250c805df2", "version": 1, "description": null }, "framework": null }, "subkind": "numbered", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:06:57.301+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d1179f31-d7b9-4b87-aa93-0b5500049a17", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.05, "y": 0.43 }, "kind": "paragraph", "text": "The key to retaining people once they have been recruited depends heavily on compensation and the feedback process. Here is a useful checklist:", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:06:57.301+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3efc4ca4-d3f0-4f12-a863-5ed23bafeabf", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.2, "x": 0.05, "y": 0.4 }, "kind": "title", "text": "Retaining talent", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:06:57.301+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "575108df-2e28-4e63-8eb0-5de2f70a91ea", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 30, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 21, "name": "Impact & Next Steps", "beatId": "85c3b719-5f74-4519-b1fe-5b500b7b46b8", "matchId": "e05092f8-23ea-4da6-9e92-3d62be483d5d", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The deck discusses the costs of running a family office and the process for setting one up.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. 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In some cases, the company's chief finance officer, legal counsel or controller, advises the family on estate and investment issues and in others there may be an internal department in the family business that functions similarly to a family office.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:06:54.111+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7b3ca5e3-5257-4485-9f26-8df332fbc723", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.44, "x": 0.51, "y": 0.63 }, "kind": "paragraph", "text": "An important question is: do some family members have the right skills and qualifications to run the family office or will external management be hired? When this decision has been made, the right level of family governance will need to be implemented to deal with the tension between principals and agents in the appropriate way. The need for an investment committee or a supervisory board with family representation will be part of the envisaged governance structure.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:06:54.111+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "81f79f0b-7cb6-40ac-970c-098d97ca0b29", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.44, "x": 0.51, "y": 0.565 }, "kind": "paragraph", "text": "Other important factors to take into consideration when creating the business plan of a family office include:", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:06:54.111+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "83c3f9fa-1ddd-46ac-bb0d-dc1fb28fe3e2", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.44, "x": 0.51, "y": 0.45 }, "kind": "paragraph", "text": "One of the underlying determinants of the business plan and the family office is the question of whether the family office will be run as a profit center or as a cost center. 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Development of a detailed business plan, including the most suitable jurisdiction, services provided (i.e., wealth management, estate planning, philanthropic, personal services, etc.), employee skills required, space needed, anticipated capital, operating costs, measurable benchmarks and funding.", "attrs": null, "canon": { "kind": { "name": "Framework", "slug": "framework", "status": "active", "canonId": "019de52c-fa18-77c6-b10a-ccb8277ac0fa", "version": 1, "description": "Named conceptual framework instance." }, "tool": null, "subkind": { "name": "Framework instance", "slug": "instance", "status": "active", "canonId": "019de52d-05a2-72af-be0b-7edc60708a03", "version": 1, "description": null }, "framework": null }, "subkind": "instance", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:06:53.346+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1f6eee99-e3ac-4342-91a9-915c98ee3015", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.44, "x": 0.048, "y": 0.448 }, "kind": "framework", "text": "Step 1: Scoping. What are the family's vision and expectations? Who are the beneficiaries of the family office? What does the family want to do with its wealth, family business, philanthropy, talents and children? Which part of the family wealth shall be allocated to the family office? 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"text": "Key priority functions of the family office to be considered: Investment strategy, Confidentiality, Develop investment regulations, Consider dividend levels, Controlling function, Administration of wealth, Strategic and tactical asset allocation, Governance issues, Tax at individual family member level, Holistic accounting, Acquisition and management of private assets, Philanthropic issues and family education.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:06:53.346+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": 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The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 30, "type": "setup", "title": "The slide uses a large vertical 'Section 08' graphic as a design element.", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "dense", "densityScore": 63, "componentCount": 6, "textChars": 2490, "nDataPoints": 0, "notes": "The slide uses a large vertical 'Section 08' graphic as a design element.", "elementsJson": [ "headline_text", "paragraph", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 18:06:54.33+00", "seconds": 4.097, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd58-d60590226592/30", "deck": "/decks/019dd923-5e88-73ef-bd58-d60590226592", "deckAnchor": "/decks/019dd923-5e88-73ef-bd58-d60590226592#slide-30", "deckJson": "/decks/019dd923-5e88-73ef-bd58-d60590226592.json" }, "components": [ { "bbox": { "h": 0.125, "w": 0.446, "x": 0.508, "y": 0.526 }, "kind": "paragraph", "text": "The financial crisis of 2008-09, and the fallout from it, has led families to reconsider their approach and behavior toward risk. In broad terms, there has been a shift from too much risk-taking before the crisis to too little after the crisis. Such subjective perceptions of risk can only be avoided through a stringent and structured risk management process focusing on long-term goals. Furthermore, there is today a greater requirement for additional due diligence procedures for large investments, as well as a desire for more transparency during the investment process.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:06:54.33+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0f1258c9-a181-4022-a04a-6258d25d8cd2", "parentComponentId": null }, { "bbox": { "h": 0.105, "w": 0.446, "x": 0.508, "y": 0.657 }, "kind": "paragraph", "text": "Against this background, family offices are tasked with complementing their existing standard risk measures with additional techniques, often resulting in additional portfolio analysis tools combined with scenario analyses for the different asset classes. The risk management function within the family office is increasingly moving away from a mere controlling role to a time-critical strategic advisory role. This trend also has a significant impact on make-or-buy decisions in the family offices.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:06:54.33+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7fb168ba-889b-4fc4-bf99-c1ce4411cdc3", "parentComponentId": null }, { "bbox": { "h": 0.185, "w": 0.446, "x": 0.508, "y": 0.335 }, "kind": "paragraph", "text": "The maintenance of family wealth across generations is an extremely complex task. The recent global economic difficulties have been unprecedented, and families with significant business assets or private wealth obviously have a desire to stabilize their wealth against this background. For wealthy families in Europe, the uncertainty and volatility coming from legal, fiscal and political difficulties, coupled with the weakness of the euro, have added to their problems. 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How easy investment products are to understand, proximity to the investments and the possibility to have a real influence on the investment are more sought after now than ever before. 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Back to Business, Family Offices Adapt to the New Normal, UBS/Campden Wealth, 2012, p.40.\n2. Building a Family Enterprise Plan to Deal with Future Uncertainty, Family Office Exchange, 2012, p.22.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. 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The family had made its wealth by acquiring, turning around and growing a construction solutions company that was previously owned by BP plc.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:06:54.404+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "228655ab-1f66-4087-8821-273a69e6ea38", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.29, "x": 0.66, "y": 0.5 }, "kind": "paragraph", "text": "The JMH family office believes that it has created a unique portfolio of niche fund assets able to generate very steady, low-volatility returns regardless of the overall market environment.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:06:54.404+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "346e4e07-b4d5-43ce-b2c3-35eb043826f2", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.29, "x": 0.66, "y": 0.81 }, "kind": "paragraph", "text": "In what is projected to be a \"new normal\" of low returns for the foreseeable future, JMH believes that the family office has gone some way to providing a robust solution to the risk/return/liquidity conundrum.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:06:54.404+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6ff2fe95-daab-437a-958e-b7a2ece02bfb", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.29, "x": 0.05, "y": 0.46 }, "kind": "paragraph", "text": "This sets the scene for a conundrum that is no doubt troubling most CIOs at present: where can a family office find respectable returns within the structure of a wealth preservation investment framework, and yet still provide the family with adequate liquidity on an ongoing basis?", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:06:54.404+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "814b2248-f7ac-4767-a208-8e4bcb0ee4bf", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.62, "x": 0.05, "y": 0.75 }, "kind": "paragraph", "text": "In this respect, JMH has allocated the majority of its portfolio into uncorrelated, and in many cases somewhat niche asset classes. These include direct lending (including trade finance), equity-linked debt, merger arbitrage, reinsurance, litigation finance and late-stage bankruptcy claims.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:06:54.404+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "edbc1046-0256-485e-8738-ac60d5716a4e", "parentComponentId": null }, { "bbox": null, "kind": "quote", "text": "Benedikt von Michel, Chief Investment Officer, JMH Capital Management", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": { "name": "Authority citation", "slug": "authority-citation", "status": "active", "bestFor": null, "canonId": "019dd9e1-49ae-7557-89ad-3fca70469b45", "version": 1, "bodyDocId": null, "description": "Quoting an authority figure, study, or precedent to lend weight.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 16:18:08+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-3408-77db-b489-1fa3b4218f38", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.2, "x": 0.05, "y": 0.08 }, "kind": "title", "text": "Case study", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:06:54.404+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "63ed53eb-5d35-4699-98e0-6c6756e4b2d8", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 35, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "balanced", "densityScore": 48, "componentCount": 4, "textChars": 2368, "nDataPoints": 0, "notes": null, "elementsJson": [ "paragraph", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 18:06:53.762+00", "seconds": 2.986, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd58-d60590226592/35", "deck": "/decks/019dd923-5e88-73ef-bd58-d60590226592", "deckAnchor": "/decks/019dd923-5e88-73ef-bd58-d60590226592#slide-35", "deckJson": "/decks/019dd923-5e88-73ef-bd58-d60590226592.json" }, "components": [ { "bbox": { "h": 0.58, "w": 0.43, "x": 0.51, "y": 0.335 }, "kind": "paragraph", "text": "Background\nHow do family offices invest their principals' money? There are no fixed investment regulations that apply. Family offices tend to follow their own individual investment policies, because, unlike banks and other financial service providers, they are generally subject to the more relaxed regulations applicable to companies, trusts and foundations. However, the degree of freedom enjoyed by family offices is reduced in proportion to the level of services provided by third parties and the number of families served by the family office.\n\nFamily offices can often diversify their assets very broadly, much more than institutional investors can, thanks to the amount of assets under management. Family offices are also generally better able to think and invest on a more long-term basis, and they primarily pursue wealth preservation in order to pass on assets to the next generations. Many prefer direct investments, and where organizations have an entrepreneurial principal, they are more likely to get directly involved in the investment process. More than a third of those surveyed would be glad to contribute to the planning stage of their investments.\n\nMany family offices take an open approach to their investment policy and try to avoid conventional investment paths. This can be seen in the way that many invest in alternative investments, such as yachts, horses, art, forests and farmland, or car, wine or watch collections. This enables them to spread risks while reflecting the personal preferences and passions of family members.\n\nThe growth of family offices is a relatively new trend, and because of the diverse origins of many family fortunes and the different backgrounds of CIOs, it is difficult to pinpoint a uniform family office investment process. Very broadly, the process should first set out an investment \"road ahead\", listing goals and risk tolerance, and resolving issues relating to business shareholdings and family member stakes. The next phase is to establish the portfolio structure (i.e., how much in equities, real estate, etc.) to deliver the risk/return trade-off the family requires. Implementation and governance then follow - finding the appropriate investments to make up the portfolio, and overseeing their performance.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:06:53.762+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c8639e32-7f28-4e52-8ac0-a227271c17bc", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.15, "x": 0.358, "y": 0.87 }, "kind": "source-note", "text": "1. Credit Suisse, Family Business Survey, September 2012.\n2. Ibid.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. 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18:06:53.762+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "037913b6-4c5d-4dfa-9af3-dfdb657f4386", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.385, "x": 0.348, "y": 0.185 }, "kind": "title", "text": "The investment process", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:06:53.762+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": 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"promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd58-d60590226592/36", "deck": "/decks/019dd923-5e88-73ef-bd58-d60590226592", "deckAnchor": "/decks/019dd923-5e88-73ef-bd58-d60590226592#slide-36", "deckJson": "/decks/019dd923-5e88-73ef-bd58-d60590226592.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.4, "x": 0.05, "y": 0.95 }, "kind": "disclaimer", "text": "34 EY Family Office Guide Pathway to successful family and wealth management", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:06:55.446+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, 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In addition, scenario testing that illustrates and draws out important sensitivities to risk and portfolio drawdowns can be useful.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:06:55.446+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0aa13b2c-7cb5-46e5-8fdc-947130188d89", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.43, "x": 0.51, "y": 0.58 }, "kind": "paragraph", "text": "Once the specific investment goals and 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"kind": "paragraph", "text": "For most investment funds, whether they are sovereign wealth funds, endowments or family offices, the first step is to establish clear investment objectives and risk profiles.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:06:55.446+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "78cd9281-8574-4ab2-b811-72d28414179e", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.43, "x": 0.05, "y": 0.54 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"active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:06:54.697+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cabc6351-6a4a-481c-a118-dc96bd514e02", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.4, "x": 0.51, "y": 0.4 }, "kind": "list", "text": "Consideration of how legacy issues determine the starting point of the fund\nObjective setting and creation of an investment policy statement\nMapping risk tolerances\nBuilding a portfolio structure across all liquid and illiquid assets\nImplementation using strategic and tactical investment tools to ensure that investment solutions fit the goals and objectives and meet cash flow needs\nGovernance\nRebalancing", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", 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All investments remain owned by the principal, and employment laws and other public liability (and other litigation) will attach to the individual.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:06:55.989+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a474b9f0-eb1e-46ce-82b7-92d1fd606996", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.27, "x": 0.08, "y": 0.25 }, "kind": "paragraph", "text": "institutions have to be registered with Prudential Regulatory Authority. 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It only serves clients that are considered \"family clients\"\n2. It is wholly owned by \"family clients\" and is controlled exclusively by \"family members\" and/or \"family entities\"\n3. 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Approximately half of the cantons foresee that the corporate income tax can be credited against the net equity tax.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:06:59.28+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eee55e37-2bc8-47ac-a242-7fc61212b679", "parentComponentId": null }, { "bbox": { "h": 0.22, "w": 0.28, "x": 0.05, "y": 0.75 }, "kind": "list", "text": "Corporate income tax is levied at the federal, cantonal and communal level. Whereas the federal statutory tax rate is 8.5% of the net profit after tax, the cantonal and communal rates vary depending on the location of the entity and the tax privileges available, if any. In case of ordinary taxation, the total effective maximum tax burden, consisting of federal, cantonal and communal taxes, ranges from approximately 12% to 25%. 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In order to avoid discussions with the tax authorities on the taxable profit, family offices should either prepare sufficient documentation on their transfer prices or reach a respective agreement with the authorities in an advance tax ruling. Such a ruling would generally define the taxable profit based on the cost-plus method, with a markup between 5% and 15%, depending on the value added of the operations in Switzerland.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:06:59.28+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "200b4762-fe9b-43f5-b7c6-db5d6593fef3", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.28, "x": 0.65, "y": 0.63 }, "kind": "paragraph", "text": "Also, it is worth mentioning that due to the Hague Convention of 1 July 1985 on the law applicable to trusts and on their recognition, in force in Switzerland since 2007, Swiss-based family offices acting as trustee or protector should generally not trigger negative tax implications in Switzerland, as both are not the beneficial owners of the trust assets, although the trustee holds the legal title.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:06:59.28+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "330d5199-bcc6-4a0b-941f-957bdb84fb23", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.28, "x": 0.65, "y": 0.47 }, "kind": "paragraph", "text": "Economic double taxation, such as taxation of the corporation and the taxation of the shareholder, according to his or her distribution, should also be considered. But it may be reduced or avoided by mitigating provisions similar to the partial taxation of dividends distributed to Swiss residents or the participation exemption applicable to Swiss corporate shareholders, provided they hold in both structures a minimum share of 10% in the family office. For the participation exemption, an alternative fair market value of the participation of a minimum of CHF1m is sufficient.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:06:59.28+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4033ed5a-b861-4382-904c-1862a98af130", "parentComponentId": null }, { "bbox": { "h": 0.11, "w": 0.28, "x": 0.65, "y": 0.35 }, "kind": "paragraph", "text": "In addition, a securities turnover tax on the sale or exchange of taxable securities may apply if: (i) the family office qualifies as a securities dealer in the capacity of a broker or dealer or (ii) trades on the family office's own account, provided it holds more than CHF10m of taxable securities. 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liability has generally decreased the use of general partnerships or limited partnerships in entity selection.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:02.314+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8ebac5ba-6b9e-468a-9210-afae18b9dbb7", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.28, "x": 0.05, "y": 0.78 }, "kind": "paragraph", "text": "US taxation of individuals and trusts: The taxable income of US citizens, tax residents and domestic trusts is subject to a graduated rate schedule. The top marginal tax rate on the ordinary income of individuals and trusts is 39.6%. Long-term capital gains and qualified dividends are taxed at a top income tax rate of 20%. In some cases, the Alternative Minimum Tax (AMT) may apply. 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"parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.28, "x": 0.66, "y": 0.25 }, "kind": "paragraph", "text": "As regards ownership and control of the family office, Rule 202 makes clear that in order to qualify for the exclusion, ownership must reside wholly in the hands of family clients, but control must remain either directly or indirectly in the hands of family members and family entities.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:06:58.95+00", "model": 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But uncertainty still exists in certain key areas, especially when the family office is a division of an operating business entity rather than a separate legal entity.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:06:58.95+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6d2e3a43-2150-4280-aeff-2f3d7dc2e51a", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.28, "x": 0.05, "y": 0.41 }, "kind": "paragraph", "text": "In their commentary on Rule 202, the SEC specifically prohibits key employees, their trusts and their personally controlled entities from making additional investments through the family office after their employment ends.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:06:58.95+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d0adef48-8135-4504-915e-f94efd73f17e", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.28, "x": 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"metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 55, "type": "setup", "title": "This slide is a text-heavy appendix page from a professional guide.", "function": "summarize", "rawType": "appendix_disclosure", "block": null, "metadata": { "slideType": "appendix_disclosure", "slideTypeCanon": { "name": "Appendix disclosure", "slug": "appendix_disclosure", "status": "active", "canonId": "019de52d-07b2-7549-8e8b-932a19f6e616", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 55, "componentCount": 5, "textChars": 4755, "nDataPoints": 0, "notes": "This slide is a text-heavy appendix page from a professional guide.", "elementsJson": [ "paragraph", "bullet_list" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 18:07:04.852+00", "seconds": 10.406, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd58-d60590226592/55", "deck": "/decks/019dd923-5e88-73ef-bd58-d60590226592", "deckAnchor": "/decks/019dd923-5e88-73ef-bd58-d60590226592#slide-55", "deckJson": "/decks/019dd923-5e88-73ef-bd58-d60590226592.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.27, "x": 0.66, "y": 0.25 }, "kind": "list", "text": "Meets at least the \"reasonable basis\" test and is disclosed appropriately on the tax return\nOr has \"substantial authority\"\nHowever, a tax shelter or reportable transaction must at least meet a \"more likely than not\" standard and may also be subject to other disclosure requirements", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:04.852+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7ed1a718-a2cb-47aa-aad4-e1827f38509e", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.27, "x": 0.37, "y": 0.25 }, "kind": "paragraph", "text": "Generally, the ability to practice before the IRS has been limited to specific classes of professionals, including certified public accountants, attorneys, and enrolled agents. Prior to 2011, however, the IRS did not attempt to regulate preparers of tax returns. In that year, the IRS began a program to regulate all tax return preparers who are compensated for their services, requiring annual registration and payment of an annual fee, as well as ongoing continuing education and testing requirements. The IRS registration process resulted in registered preparers being assigned a Preparer Tax Identification Number (PTIN), to be reported on all returns signed by the preparer. In January 2013, the US District Court for the District of Columbia invalidated these paid preparer regulations and enjoined the IRS from enforcing them. The District Court has clarified that the injunction applies only to the education and testing requirements and annual fees. At this time, the IRS registration process to obtain a PTIN remains in effect. The concept of \"paid preparers\" is also important in the family office when considering the potential for IRS penalties that may be applicable to tax return positions that the family office may take. IRC Section 7701(a)(36) defines a return preparer as any person who prepares a tax return for compensation, with limited exceptions. IRC Section 6694 outlines the monetary penalties that may apply to return preparers who prepare tax returns containing unsustained positions. The rules are complex and beyond the scope of this report, but generally a paid preparer may be subject to significant monetary penalties for an unsustained tax return position, unless the position:", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:04.852+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "29be41ed-a6e2-4884-8350-70b022c26065", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.27, "x": 0.08, "y": 0.25 }, "kind": "paragraph", "text": "ownership, control, employees, and clients even more challenging to apply. Some published reports indicate that certain family offices have transferred their investment adviser function to a non-employee, \"outsourced chief investment officer\" model to avoid registration. Such family offices appear to be taking the position that residual family office investment services (cash flow modeling, etc.) either do not constitute \"investment advice\" under the Advisers Act or are \"solely incidental\" to their general obligations. Forming a private trust company may similarly render the investment services as solely incidental to the trustee function. If this is the case, the family office may not be subject to the Advisers Act. However, these approaches are not specifically sanctioned, and the only certain way for a new family office to avoid registration at this time is to either meet the terms of the exclusion or apply for an exempt order.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:04.852+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d6b56790-0d95-44b7-8fa3-afd13df68ca3", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.27, "x": 0.66, "y": 0.42 }, "kind": "paragraph", "text": "It is important to note that these rules apply not only to the person who signs the tax return as preparer, but also to any other person who prepares a substantial portion of the return and any person who provides advice on a substantial portion of a return entry. A tax return may have multiple preparers for these purposes, and the penalty standards are applied on a position-by-position basis. One of the limited exceptions to Section 7701(a)(36) is a person who \"prepares a return or claim for refund of the employer (or of an officer or employee of the employer) by whom he is regularly and continuously employed.\" It is unclear whether this exception is sufficient to except family office employees from paid preparer status with respect to all tax returns that they might prepare. It is also unclear whether the requirement of compensation applies in situations where family offices who prepare tax returns may not bill their family clients directly for such services. Therefore, it is unclear how these preparer penalty rules will be interpreted by the IRS in a family office setting where employees sign returns, prepare portions of returns signed by others, or provide advice on tax return positions.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:07:04.852+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eedd77f4-e4ac-4b1c-9cf9-2e78fe3c0743", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.27, "x": 0.08, "y": 0.65 }, "kind": "paragraph", "text": "IRS oversight: The IRS has no direct oversight of family offices. However, the US Treasury Department publishes Circular 230, which presents the regulations applicable to those professionals who practice before the IRS. Circular 230 also contains rules of professional conduct and lists requirements for providing tax advice. Tax advisers who violate Circular 230 may be sanctioned, fined, or suspended from practicing before the IRS. 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The capital funding structure and expense funding mechanism; The specific underlying investments and operating businesses; The use of partnership structures for underlying investment pooling; The designs for succession and future ownership", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:06:58.307+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "578d2c45-a81d-4732-b6bf-43fabca7b718", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.28, "x": 0.67, "y": 0.25 }, "kind": "paragraph", "text": "Some items may be specifically allocated if they represent the direct costs of a particular area of operation; others may be allocated based on usage of family office resources on a time and materials basis...", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:06:58.307+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2014babb-37c6-4a6f-87b5-83d48f7f315e", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.28, "x": 0.36, "y": 0.74 }, "kind": "paragraph", "text": "Regardless of the type of entity selected for structuring a family office, the entity may incur expenses related to a number of different activities, including managing and accounting for family-owned business entities, portfolio investments, real estate...", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:06:58.307+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6ead88d4-6b55-4fd7-a283-160ba4b58173", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.28, "x": 0.36, "y": 0.25 }, "kind": "paragraph", "text": "Tax considerations play a significant role in the determination of the appropriate legal entity status for the family office. 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