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