Webinar
Closing the Year: What Every Family Office Should Review Before December
EFOA + governance partner
About this event
This closing-the-year webinar walks through everything a family office should review before December, presented by EFOA and a governance partner. Topics to be discussed include an investment review checklist for the year just ended, a governance audit of policies and structures, reviewing team performance, assessing advisors, and turning the review into a concrete plan for 2027. A disciplined framework for closing one year properly and opening the next with clarity.