{"id":30164,"date":"2023-07-31T06:02:44","date_gmt":"2023-07-31T06:02:44","guid":{"rendered":"https:\/\/www.process.st\/templates\/family-office-director-of-investments-onboarding\/"},"modified":"2024-08-06T12:20:57","modified_gmt":"2024-08-06T12:20:57","slug":"family-office-director-of-investments-onboarding","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/family-office-director-of-investments-onboarding\/","title":{"rendered":"Family Office Director of Investments Onboarding"},"content":{"rendered":"\n<section id=\"assign-a-mentor-to-the-new-director-of-investments\">\n <h2>Assign a mentor to the new director of investments<\/h2>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/cdccb1ac-f984-4476-8c96-c70290f843d8\/i9xYr0PYkoTL6SsW_7JC4A.png\" alt=\"Assign a mentor to the new director of investments\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/cdccb1ac-f984-4476-8c96-c70290f843d8\/i9xYr0PYkoTL6SsW_7JC4A.png\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">\n  This task involves assigning a mentor to the new director of investments to provide guidance and support throughout their onboarding process. The mentor will be a seasoned professional who will share their expertise and help the new hire navigate the organization. The desired result is to ensure a smooth transition and integration into the role. To complete this task, please provide the name of the assigned mentor.\n <\/div>\n <div class=\"members-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Assigned Mentor <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"provide-the-new-hire-with-an-overview-of-the-companys-history-culture-and-values\">\n <h2>Provide the new hire with an overview of the company's history, culture and values<\/h2>\n <div class=\"text-content\">\n  In order to align the new hire with the company's mission and values, this task involves providing them with an overview of the company's history, culture, and values. This will help the new hire understand the organization's goals, work environment, and expectations. Please share relevant documents or links that provide this information.\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Company Overview Documents <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"set-up-meeting-with-hr-for-benefits-and-policy-discussion\">\n <h2>Set up meeting with HR for benefits and policy discussion<\/h2>\n <div class=\"text-content\">\n  To ensure that the new director of investments is aware of the company's benefits and policies, this task involves setting up a meeting with the HR department. During this meeting, HR will discuss important policies such as sick leave, vacation days, and working hours, as well as provide information on available benefits. Please provide the new hire's preferred meeting date and time.\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Meeting Date <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Preferred Meeting Time <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"provide-detailed-job-role-explanation-and-expectations\">\n <h2>Provide detailed job role explanation and expectations<\/h2>\n <div class=\"text-content\">\n  To clarify the new director of investments' job role and set expectations, this task involves providing a detailed explanation of their responsibilities, tasks, and objectives. Please provide a document or create a description that outlines the key aspects of the job role and expectations.\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Job Role Description <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"provide-the-new-hire-with-the-names-and-job-roles-of-the-team-they-will-be-working-with\">\n <h2>Provide the new hire with the names and job roles of the team they will be working with<\/h2>\n <div class=\"text-content\">\n  To facilitate collaboration and integration, this task involves providing the new hire with the names and job roles of the team members they will be working with. This will help them establish relationships and understand the roles and responsibilities of their colleagues. Please provide a list of team members and their job roles.\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Team Member Name and Job Role <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"introduce-the-director-to-investment-team-members\">\n <h2>Introduce the director to investment team members<\/h2>\n <div class=\"text-content\">\n  In order to facilitate introductions and create a sense of belonging, this task involves introducing the new director of investments to the members of the investment team. Please provide a list of investment team members and their contact information.\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Investment Team Member Name <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"email-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Investment Team Member Email <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"discuss-working-hours-sick-leave-vacation-days-policies\">\n <h2>Discuss working hours, sick leave, vacation days policies<\/h2>\n <div class=\"text-content\">\n  To ensure that the new director of investments is aware of the company's working hours, sick leave, and vacation days policies, this task involves discussing these policies with them. This will help them understand the expectations regarding attendance and time off. Please provide the new hire's preferred meeting date and time for this discussion.\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Discussion Date <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Preferred Discussion Time <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"provide-training-on-companys-software-and-digital-tools\">\n <h2>Provide training on company's software and digital tools<\/h2>\n <div class=\"text-content\">\n  To equip the new director of investments with the necessary skills and knowledge, this task involves providing training on the company's software and digital tools. This will enable them to effectively perform their job responsibilities. Please indicate the software and digital tools that require training.\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Software and Digital Tools <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"review-the-family-office-investment-strategy\">\n <h2>Review the family office investment strategy<\/h2>\n <div class=\"text-content\">\n  To ensure that the new director of investments has a thorough understanding of the family office's investment strategy, this task involves reviewing the strategy with them. This will help them align their decisions and activities with the overall investment strategy. Please provide the family office's investment strategy document or relevant materials.\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Investment Strategy Document <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"provide-access-to-previous-investment-reports-and-data\">\n <h2>Provide access to previous investment reports and data<\/h2>\n <div class=\"text-content\">\n  To provide the new director of investments with relevant information and insights, this task involves granting them access to previous investment reports and data. This will allow them to analyze past performance and make informed decisions. Please provide access to the necessary reports and data.\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Previous Investment Reports and Data Access <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"set-up-meeting-with-previous-director-for-a-handover-if-possible\">\n <h2>Set up meeting with previous director for a handover if possible<\/h2>\n <div class=\"text-content\">\n  In order to facilitate a smooth transition and knowledge transfer, this task involves setting up a meeting between the new director of investments and the previous director for a handover. If possible, the previous director can share insights, experiences, and key information to help the new hire excel in their role. Please provide the preferred meeting date and time for the handover.\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Handover Meeting Date <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Preferred Handover Meeting Time <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"demonstrate-the-process-for-regular-reporting-and-review\">\n <h2>Demonstrate the process for regular reporting and review<\/h2>\n <div class=\"text-content\">\n  To ensure that the new director of investments understands the process for regular reporting and review, this task involves providing a demonstration of the process. This will help the new hire familiarize themselves with the reporting requirements and expectations. Please provide a description or document outlining the reporting and review process.\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Reporting and Review Process Document <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"familiarize-the-hire-with-familys-preferences-and-risk-tolerance\">\n <h2>Familiarize the hire with family's preferences and risk tolerance<\/h2>\n <div class=\"text-content\">\n  To enable the new director of investments to make informed decisions, this task involves familiarizing them with the family's preferences and risk tolerance. Understanding the family's preferences and risk appetite will enable the new hire to align their investment strategies with the family's goals. Please provide any relevant documents or information on the family's preferences and risk tolerance.\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Family's Preferences and Risk Tolerance Documents <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"plan-collaborative-meeting-between-the-new-hire-and-family-members\">\n <h2>Plan collaborative meeting between the new hire and family members<\/h2>\n <div class=\"text-content\">\n  To facilitate collaboration and establish strong relationships, this task involves planning a meeting between the new director of investments and family members. This meeting will provide an opportunity for the new hire to understand the family's goals, expectations, and aspirations. Please provide the preferred meeting date and time for this collaborative session.\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Collaborative Meeting Date <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Preferred Collaborative Meeting Time <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"schedule-a-meeting-to-discuss-the-plan-for-the-first-90-days\">\n <h2>Schedule a meeting to discuss the plan for the first 90 days<\/h2>\n <div class=\"text-content\">\n  To ensure a structured and successful onboarding process, this task involves scheduling a meeting to discuss the plan for the new director of investments' first 90 days. This meeting will outline the key objectives, milestones, and deliverables expected during their initial period. Please provide the preferred meeting date and time for this discussion.\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Meeting Date <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Preferred Meeting Time <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"approval-manager-for-completion-of-onboarding-process\">\n <h2>Approval: Manager for completion of onboarding process<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Assign a mentor to the new director of investments<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Provide the new hire with an overview of the company's history, culture and values<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Set up meeting with HR for benefits and policy discussion<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Provide detailed job role explanation and expectations<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Provide the new hire with the names and job roles of the team they will be working with<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Introduce the director to investment team members<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Discuss working hours, sick leave, vacation days policies<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Provide training on company's software and digital tools<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Review the family office investment strategy<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Provide access to previous investment reports and data<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Set up meeting with previous director for a handover if possible<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Demonstrate the process for regular reporting and review<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Familiarize the hire with family's preferences and risk tolerance<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Plan collaborative meeting between the new hire and family members<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Schedule a meeting to discuss the plan for the first 90 days<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"assess-the-new-directors-comfort-with-the-familys-investment-strategy\">\n <h2>Assess the new director's comfort with the family's investment strategy<\/h2>\n <div class=\"text-content\">\n  To gauge the new director of investments' understanding and comfort with the family's investment strategy, this task involves conducting an assessment. This will help identify any knowledge gaps or areas that require further clarification or training. Please provide assessment questions or criteria for evaluating the new hire's comfort level.\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Assessment Questions or Criteria <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"explain-the-process-of-conducting-portfolio-risk-analyses\">\n <h2>Explain the process of conducting portfolio risk analyses<\/h2>\n <div class=\"text-content\">\n  To ensure that the new director of investments is familiar with the process of conducting portfolio risk analyses, this task involves explaining the steps involved in the analysis. This will enable the new hire to effectively assess and manage portfolio risks. Please provide a description or document outlining the process of conducting portfolio risk analyses.\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Portfolio Risk Analysis Process Document <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"set-up-training-session-to-use-financial-planning-software\">\n <h2>Set up training session to use financial planning software<\/h2>\n <div class=\"text-content\">\n  To equip the new director of investments with the necessary skills, this task involves setting up a training session to learn and use the financial planning software. This will enable the new hire to effectively analyze financial data and make informed decisions. Please provide the preferred training date and time.\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Training Date <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Preferred Training Time <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Assign a mentor to the new director of investments This task involves assigning a mentor to the new director of investments to provide guidance and support throughout their onboarding process. The mentor will be a seasoned professional who will share their expertise and help the new hire navigate the organization. The desired result is to [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"\ud83d\udc68\u200d\ud83d\udcbc","cover_icon_url":"","tasks_count":"19","template_description":"","template_id":"n0XF-QnnNwbdYbCuiKZAgQ","task_0":"Assign a mentor to the new director of investments","task_slug_0":"assign-a-mentor-to-the-new-director-of-investments","task_1":"Provide the new hire with an overview of the company's history, culture and values","task_slug_1":"provide-the-new-hire-with-an-overview-of-the-companys-history-culture-and-values","task_2":"Set up meeting with HR for benefits and policy discussion","task_slug_2":"set-up-meeting-with-hr-for-benefits-and-policy-discussion","task_3":"Provide detailed job role explanation and expectations","task_slug_3":"provide-detailed-job-role-explanation-and-expectations","task_4":"Provide the new hire with the names and job roles of the team they will be working with","task_slug_4":"provide-the-new-hire-with-the-names-and-job-roles-of-the-team-they-will-be-working-with","task_5":"Introduce the director to investment team members","task_slug_5":"introduce-the-director-to-investment-team-members","task_6":"Discuss working hours, sick leave, vacation days policies","task_slug_6":"discuss-working-hours-sick-leave-vacation-days-policies","task_7":"Provide training on company's software and digital tools","task_slug_7":"provide-training-on-companys-software-and-digital-tools","task_8":"Review the family office investment strategy","task_slug_8":"review-the-family-office-investment-strategy","task_9":"Provide access to previous investment reports and data","task_slug_9":"provide-access-to-previous-investment-reports-and-data","task_10":"Set up meeting with previous director 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