Templates
Family Office
Family Office Philanthropy Advisor Onboarding
Family Office Philanthropy Advisor Onboarding
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Family Office Philanthropy Advisor Onboarding

1
Introduce the advisor to the Family Office's mission and values
2
Familiarize the advisor with the current philanthropy projects and partnerships
3
Briefing about the family's philanthropic history and interests
4
Approval: Briefing
5
Provide the advisor with the philanthropy budget
6
Introduce the advisor to family office team and stakeholders
7
Set up their work tools and accounts
8
Guide the advisor on how to use the office's CRM and other software
9
Approval: Work tools and accounts setup
10
Provide detailed information on regulatory frameworks
11
Discuss the family office's philanthropic strategy and goals
12
Approval: Strategy and Goals
13
Arrange introductory meetings with current project partners and beneficiaries
14
Provide training and materials on donor-advised funds
15
Provide training on tax implications of various forms of philanthropy
16
Set expectations about reporting and communication protocols
17
Approval: Communication Protocols
18
Allocate the advisor on their first project
19
Periodic review setup with the team and stakeholders
20
Confirmation of completion of the onboarding process