Episode 91
Keith Whitaker and Eugene Lipitz

Creating Internal Controls and Policy and Procedures for a Family Office

Does the best thief make the best guardian? Where are the potentials for fraud in your family office structure? How can you make decisions "stick" amid the swirl of family passions? These aren't pleasant questions to think about, but family offices ignore them at their peril. In this engaging episode, family office COO Eugene Lipitz discusses the importance of creating internal controls and policies and procedures for family offices to protect clients, enforce decision-making, and streamline operations.