


Your Guide to Building a Multigenerational Family Office
Family Office Navigator
Your Guide to Building a Multigenerational Family Office
In today’s complex world, family offices play a pivotal role in safeguarding a family’s heritage and unity while preserving and growing generational wealth. As the world around us evolves, so too must family offices adapt to meet the changing needs of their families. The Family Office Navigator offers enterprising families a comprehensive and practical guide to design a modern family office that considers the complexity of their family, wealth, and enterprise in turbulent times.
Understood the critical role of family offices within your family enterprise ecosystem.
Explored the underlying motivations and aspirations driving your family office journey.
Crafted a well-defined purpose for your family office, covering both financial and non-financial objectives.
Determined the key activities and services of your family office.
Chosen the appropriate resources and structures, while establishing vigilant oversight and sound governance.
Acquired the knowledge and confidence to launch a new family office or to redefine the course of your existing one.
One practical way to utilize the Family Office Navigator is to download the navigator framework and start co-creating your family office with your family.
Download the Family Office Navigator framework

In recent webinars, Peter Vogel in collaboration with John Davis, Martin Liechti and Courtney Collette from the Cambridge Family Enterprise Group (CFEG) celebrated the launch of their newest book and toolkit, the Family Office Navigator.
The Family Office Navigator is an indispensable guide for business-owning families at all stages of evolution, aiding in refining strategies and establishing family office structures to think and act beyond the legacy business.
The Family Office Navigator provides valuable insights about how family offices support the broader Family Enterprise Ecosystem. A must-read for all enterprising families.
The Family Office Navigator is a profound guide on tailoring family offices. Even with our century-long legacy, we rely on this book for future evolution.
The Family Office Navigator is the breakthrough book of its domain. It’s a must-read practical guide for families on their journey of setting up or redesigning their family office and an indispensable reference book for professionals in the domain.
A timely and valuable source of guidance and insight, created through careful research and analysis, written in an accessible style. A must-read for families engaged in designing, perfecting and utilizing their family office to achieve their ambitions.
The Family Office Navigator is not only a required reading for those thinking of or in the process of setting up a family office, but also those families who’ve already set one up. The Navigator gives a clear and detailed explanation of the best practices for any family offices looking to run their organisation with professionalism and success.
There is too much advice on what to do to create an effective family office, but very little about how to make it happen. “The Navigator” is a new kind of reader—a “do-book” that leads a family through the actions they can take together to start, build, and continually redefine their family office. While most guides focus exclusively on financial elements, this one takes a more holistic view of total family wealth, including essential non-financial elements. It’s an essential guide for every business family as they transition from their legacy business to a portfolio of family enterprises.
The Family Office Navigator is a truly unique and engaging book by thought leaders in the family office field. It is a definite must read for all families who wish to establish a family office or wish to rethink their existing family office strategy. It provides practical, easy to use and insightful tools that can be immediately implemented in your family office activities.
At a time where families are faced with increased complexity and volatility, The Family Office Navigator is a must read for any family that wants to stay successful across generations. It will help you build and implement an effective family office strategy in an engaging and hands-on way.
A practical and user-friendly tool for families and their advisors who wish to set up or redesign the family office. The Navigator guides and engages readers with step-by-step ideas and strategic processes – all in a playful way.
The Family Office Navigator is your quick-start, hands-on guide to inspire wealth creators, their advisors, and operators to shape their family office to reflect their needs. It is both educational and actionable, making it a perfect companion for any family looking for guidance during the setup of a new family office or during the process of transforming an existing one. Written for the layperson, this book is easy to read, full of visuals and helpful templates, and yet grapples with advanced family office topics. This will be a fantastic addition to your library.
A highly valuable and very much needed tool to demystify different types of Family Offices and supporting families and their advisors to define the purpose, develop structures and implement governance that are customized to the needs of one family. This makes the Family Office Navigator so valuable and unique.
An indispensable compass for families navigating the complex world of wealth management. ‘The Family Office Navigator’ is your guide to shaping a lasting legacy, addressing both financial and non-financial aspects. A must-read for those committed to securing their family’s future.
In my role as Professor and Director of the IMD Global Family Business Center, I have the privilege of working with enterprising families from around the world. My ultimate goal is to assist them in ensuring multi-generational success and unity. Many of these families either have a family office or are in the midst of establishing one. My mission is to guide them through the intricate terrains of a family office in the most effective and efficient manner.
This has motivated me to create the Family Office Navigator, the second in a series of Navigator books, following the publication of the “Family Philanthropy Navigator” in 2020.
I hope this book will challenge, educate, and inspire families in their family office endeavors, irrespective of whether they are novices in the realm of family offices or have accrued decades of experience. In the end, I envision the navigator evolving into a standalone tool that families and their advisors worldwide will find invaluable.
Mario was passionate about his work and always recognized the wider purpose and values in each entrepreneurial family. He had the privilege of meeting and assisting numerous families around the world, especially on topics where they could make a difference in people’s lives. His deep desire was to transmit knowledge to meet the family’s needs and empower younger generations. He was honored to co-write the Family Office Navigator with Peter Vogel, sharing their collective wisdom.
Unfortunately, Mario left us too early to complete this project about which he cared so deeply. Our gratitude extends to Peter as well as Mario’s colleagues at CFEG who supported its realization. This book will not only be valued for its written words, but its completion is also proof that the union of families and friendships can lead to the accomplishment of wonderful projects.
In memory of Mario, we hope this book will stand as one of the pillar stones that protect and bind families together, not only in good times but also in challenging ones.
Ivana, Filippo, and Leonardo Marconi (Mario’s Family)
Matt Falloon
As the lead editor for the Family Office Navigator, it was a great personal and professional privilege for me to work with Peter, Mario, and the rest of the team in bringing their exceptional levels of knowledge, skill, expertise, and experience together in a meaningful and impactful way for our audience.
With this book, we have strived to create and present a practical, easy-to- understand – but also deeply comprehensive – guide and framework that we hope will help families shape healthy and positive futures for the generations to come, and for society at large.
Courtney Collette, Martin Liechti, Marius Holzer
At Cambridge Family Enterprise Group, serving enterprising families is what motivates us. We continually strive to better understand and respond to the ever-changing challenges and opportunities that families and their enterprises face. Our services have evolved over the years, and – with the visionary leadership of Mario Marconi – have deepened, to support family offices as a vehicle for family success and wealth regeneration.
Developing the Family Office Navigator with Peter had been a passion for Mario these past few years. Though he was unable to see the fruits of their efforts in the publication of this book, we were sad but proud to step up to the task of completing the book in Mario’s honor, in collaboration with Peter.
It is our hope that it will be a testimonial to Mario, as well as an invaluable tool for enterprising families as they build and strengthen their family offices for generations to come.
Alfredo Carlo, Veronica Maccari, Beatrice Schena and Elena Vasumini
Our design studio, Housatonic, exists to create bridges toward generative relationships, where design plays a key role. We worked on the design of this book with the hope that anyone will be able to use it to enhance the way we create a positive impact on the planet. We believe that good design promotes good collaboration, and that collaboration is the only factor that will allow us to make the changes needed to create a better future for all, including our own families.
We hope the Family Office Navigator book will not only help readers better understand how to shape each family’s vision and future but also focus on what’s relevant with intention and sound organization.
Buy the book
Find the book worldwide as Kindle Edition and Paperback at your regional Amazon website:
The book is also available on the following platforms:
Retailers in Switzerland:
If you wish to order more than 30 copies, please contact us.

In memory of Mario, we hope this book will stand as one of the pillar stones that protect and bind families together, not only in good times but also in challenging ones.
Would you like to know more about our activities? Get in touch with our team at the IMD Global Family Business Center.