Templates
Family Office
Family Office Governance Advisor Onboarding
Family Office Governance Advisor Onboarding
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Family Office Governance Advisor Onboarding

1
Define role and responsibilities of the Family Office Governance Advisor
2
Prepare thorough onboarding guide and materials for the new hire
3
Setup work email and other necessary technology tools
4
Discuss expectations and clarify immediate projects or goals
5
Approval: Manager for immediate projects/goals
6
Arrange a meeting with the team and other colleagues
7
Introduce new hire to company's software systems and operations
8
Provide training on company policies and procedures
9
Approval: HR for completed training on company policies and procedures
10
Review Family Office Governance structure, guiding principles, and strategic goals
11
Approval: Family Council for understanding of office governance structure
12
Observe governance meetings and board interactions
13
Organize hands-on training with administrative tasks related to governance role
14
Understand the pathways for communication within the office
15
Learn about ongoing and upcoming projects and initiatives
16
Approval: Management for understanding and learning of ongoing projects
17
Prepare a report on initial observations and potential improvements
18
Approval: Family Board for initial observations and suggestions report
19
Accustom to company culture and working environment