Welcome and Introduction to the company
Allocate desk and other resources
Introduction to work rules and expectations
Provide passwords and necessary system access
Provide documentation and knowledge resources on Family Office Succession Planning
Go through role-specific training materials
Meeting with the team and discussion on ongoing projects
Assign a mentor or a guide for initial period
Understanding the tools and software used
Training on confidentiality and data protection laws
Familiarising with client profiles and histories
Process walkthrough of existing Succession Plans
Shadow a senior Family Office Succession Planning advisor
Do research on the Family Office industry trends
Schedule a meet with an actual client under supervision
Approval: Team Lead on the readiness of the advisor
Prepare a mock Succession plan
Approval: Manager on the mock Succession plan
Receive constructive feedback from peers and superiors
Set personal objectives and goals as a Succession Planning Advisor
Clear any pending queries and doubts about the role
