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Profile 2

Select the positions at your firm:
Chief Executive Officer (CEO)
Chief Information Officer (CIO)
Chief Financial Officer (CFO)
Chief Operating Officer (COO)
The family office is:
A stand-alone entity
Embedded within an operating company
Does the family office have a board of advisors/directors?
Yes
No
Do these advisors/directors provide governance oversight or guidance on compensation for family office staff?
Yes
No
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