Family Office Service Agreement

05 Mrz Family Office Service Agreement

By using this website, you knowingly and voluntarily agree to be bound by these Terms of Use and understand that these Terms of Use constitute a binding and binding contract between you and Arrowroot Family Office, LLC. Listen to the webinar recorded by FOX Getting the Job Done: Services in the Family Office to learn more about the services offered by family offices and the importance of a well-designed service contract. AFO makes no representation that the materials on this website may be used in any location or that the transactions, securities products, instruments or services discussed on this website are available or appropriate for sale or use in any jurisdiction or by any investor or counterparty. Those who access this website do so on their own initiative and are responsible for compliance with applicable local laws or regulations. See examples of family office customer service agreements in our shared template library. The service menu of each family office reflects the goals and priorities of the family it serves. Some offices focus heavily on the investment process, relying on the expertise of an investment director and investment staff to oversee the use of the family`s financial assets. others focus on records, reporting and compliance, and outsource the investment process. The decision to make or buy – whether it`s providing services in-house, with the help of external consultants, or outsourcing altogether – is a decision that every office considers in order to provide the best possible service at a fair price.

Effective customer service requires an understanding of each client`s goals as well as a documented process for consistent, high-quality service delivery. To learn more about customer service contracts, annual service plans, and why families choose to outsource, see Section IV of the 50 Best Practices for a Permanent Business. The webinar, entitled A Family Office Case Study: Evolving Servicing and Structure to Meet the Needs of the Family, explores shared benefits, barriers and considerations, as well as advances in client and family office services. To better understand the roles and responsibilities of a family office, see page 8 of the Professional Family Office FOX GUIDE, which documents the general roles of the family office, including the primary support for family governance, the coordinator of multigenerational financial strategies, and the provider of individual wealth planning services for family members. To get an idea of what demanding family offices want to achieve, take a look at the Family Office`s to-do list. AFO owns and maintains this website. The images, text, information, software, code, materials, trademarks, trade names, logos and service marks displayed on this website (collectively, the “Content”) are the intellectual property of AFO. Nothing on this website should be construed as granting, by implication, estoppel or otherwise, any license or right to use the content of the website.

No act of downloading or copying from this website transfers ownership of any software or material on this website to you. Anything you submit to this website becomes the property of AFO, may be used by AFO for lawful purposes and is also subject to disclosure as AFO deems appropriate, including to any legal or regulatory authority. What services are usually provided by family offices and how are they provided? The first section of FOX Insights describes the most common reasons for outsourcing and lists the top 10 services outsourced in-house, with the support of consultants and outsourced. To learn more about a family`s decision to outsource the accounting process, see page 14 of Investing in the Future: A Look Inside the Small Family Office. The State of the Art in Family Wealth Management provides insight into the work families need to prepare for, the areas where families need to focus their efforts, and how families and advisors need to work together. IN NO EVENT SHALL THE CONTENT OF THIS WEBSITE BE USED OR CONSTRUED AS AN OFFER TO SELL OR A SOLICITATION OF AN OFFER TO BUY SECURITIES, OTHER INSTRUMENTS OR INTERESTS OF ANY FUND (DESCRIBED BELOW), WHETHER SPONSORED OR MANAGED BY AFO OR NOT. SUCH AN OFFER OR SOLICITATION MAY AND WILL ONLY BE MADE THROUGH THE PROSPECTUS OR JUSTIFICATION OF SUCH INVESTMENT FUND OR OTHER APPLICABLE DOCUMENT, ONLY IN JURISDICTIONS IN WHICH SUCH AN OFFER WOULD BE LEGAL, AND ONLY TO PERSONS WHO MEET THE REQUIREMENTS RELATING TO THE SUITABILITY AND SOPHISTICATION OF THE INVESTOR AS DETERMINED FROM TIME TO TIME BY AFO IN ITS SOLE DISCRETION. Investments in hedge funds and other investments, including investments managed by AFO and such investments in other funds (collectively, the “Funds”), may be speculative and involve a high level of risk and are intended only for experienced and sophisticated investors. There are unique risks when investing in an investment. You should carefully review each fund`s offering documents and related information for specific risk and other information before investing. This website does not list the risk factors associated with investing in any vehicle, fund or security and does not purport to list them. The Website is intended to provide an overview of AFO and its products and is for general information purposes only.

The Website is not intended to provide investment, accounting, tax or legal advice. You should consult your own investment, legal and/or tax experts regarding your specific situation. By accessing this Website (the “Website”), you agree that your access to and use of the Website, including all content (as defined below) provided by Arrowroot Family Office, LLC and/or its affiliates (collectively, “AFO”), is subject only to the terms and conditions set forth in this Online Access and Use Agreement (the “Agreement”). You should read the terms of this Agreement carefully, as your access to and use of the Site is expressly subject to your acceptance of these Terms. AFO may deny access to and use of the Site to anyone at any time in its sole discretion. AFO reserves the right to modify or discontinue the Website at any time without notice or to change the terms of your access to and use of this Website. 2. PURPOSE OF THE WEBSITE; NO OFFER OF SECURITIES; NO ADVICE Although AFO makes reasonable efforts to obtain information from reliable sources, AFO makes no representations or warranties as to the accuracy, reliability or completeness of any information or material on this website. The opinions and other content of this website are subject to change without notice. AFO does not use this website to provide investment or other advice to you or any other party, and no information or material on this website may be used for the purpose of making or communicating investment or other decisions.

All materials on this website are intended for review in their entirety, including footnotes, legal disclaimers, limitations or disclosures, and any copyright or proprietary notices. Any disclaimer, limitation, disclosure or backup clause applies to any document or partial material in the same manner as to the whole and will be deemed to be contained in the part of any material or document that you view or download. .