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ESSENTIAL ACTIVITIES FOR A FAMILY OFFICE AT THE START OF A NEW YEAR
The beginning of a new year is the optimal time for 4S Bay Partners and other family offices to reset, strategize, and ensure alignment with annual and long-term goals. This period offers an opportunity to review past performance against goals, refine processes to ensure accountability in the new year, and set new goals that will underscore operations throughout the year and beyond. Strategic Planning and Goal Setting, Human Capital and Team Alignment.
Jan 202 min read
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