Templates
Family Office
Family Office Yacht and Aviation Advisor Onboarding
Family Office Yacht and Aviation Advisor Onboarding
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Family Office Yacht and Aviation Advisor Onboarding

1
Introduction to Family Office and its Procedures
2
Detailed Discussions on Roles and Responsibilities
3
Understanding of Yachts Management
4
Understanding of Aviation Management
5
Introduction to Key Contacts
6
Overview of Clients' Portfolios
7
Approval: Review Family Office Policy
8
Training on Management Software
9
Clarifying any Doubts or Questions
10
Completion of Compliance and Ethics Training
11
Approval: Assessing Knowledge and Understanding
12
Attend Team Meetings
13
Introducing to the Clients
14
Training on Client's Yachts management
15
Training on Client's Aviation Management
16
Conduct Case Studies
17
Approval: Check Compliance Understanding
18
Detailed Discussions on Reporting Formats
19
Mentoring Session with Experienced Advisor