The Family Office Sherpa

Hiring Your Family Office "Chief Of Getting Stuff Done"

22 snips
Jul 20, 2025
The pivotal role of a chief in family offices is explored, spotlighting their responsibility for driving projects and ensuring operational efficiency. Traits of an effective general manager are discussed, emphasizing the need for clear communication and accountability. The podcast also highlights the advantages of fractional roles for smaller offices, making it clear that the right hire can transform strategy into action.
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INSIGHT

Central Executor Role Is Key

  • A single role, often titled general manager, functions as the office's chief of getting stuff done across domains.
  • This person translates high-level decisions into action without undermining domain experts or titles.
INSIGHT

Identify Your First Delegation Point

  • The first delegation point is the person who keeps momentum; losing them slows or stops progress.
  • Ask who everything would fall apart without to identify that critical hire.
ADVICE

Hire A Decisive, Trustworthy Operator

  • Hire someone who builds trust, navigates relationships, and aligns with family purpose.
  • Choose a person who takes initiative, asks for responsibility, and makes decisions to avoid paralysis.
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