Templates
Family Office
Family Office Succession Planning Advisor Onboarding
Family Office Succession Planning Advisor Onboarding
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Family Office Succession Planning Advisor Onboarding

1
Welcome and Introduction to the company
2
Allocate desk and other resources
3
Introduction to work rules and expectations
4
Provide passwords and necessary system access
5
Provide documentation and knowledge resources on Family Office Succession Planning
6
Go through role-specific training materials
7
Meeting with the team and discussion on ongoing projects
8
Assign a mentor or a guide for initial period
9
Understanding the tools and software used
10
Training on confidentiality and data protection laws
11
Familiarising with client profiles and histories
12
Process walkthrough of existing Succession Plans
13
Shadow a senior Family Office Succession Planning advisor
14
Do research on the Family Office industry trends
15
Schedule a meet with an actual client under supervision
16
Approval: Team Lead on the readiness of the advisor
17
Prepare a mock Succession plan
18
Approval: Manager on the mock Succession plan
19
Receive constructive feedback from peers and superiors
20
Set personal objectives and goals as a Succession Planning Advisor
21
Clear any pending queries and doubts about the role