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      "text": "Financial planning\nInvestment management services\nTypically, this will be the main reason for setting up a family office, as it is central to ensuring wealth preservation. These services will include:\nEvaluation of the overall financial situation\nDetermining the investment objectives and philosophy of the family\nDetermining risk profiles and investment horizons\nAsset allocation – determining mix between capital market and non-capital market investing\nSupporting banking relationships\nManaging liquidity for the family\nProviding due diligence on investments and external managers",
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      "text": "Philanthropic management\nAn increasingly important part of the role of a family office is managing its philanthropic efforts. This will include the establishment and management of a foundation, and advice on donating to charitable causes. These services would typically involve:\nPhilanthropic planning\nAssistance with establishment and administration of charitable institutions\nGuidance in planning a donation strategy\nAdvice on technical and operational management of charities",
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      "text": "At the heart of any family office is investment management, but a fully developed family office can provide a number of other services, ranging from training and education to ensuring that best practice is followed in family governance. This section looks at the full range of services a mature family office could potentially provide (see Figure 2.1). These include:",
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      "text": "Section 2",
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