1、Family Enterprise Governance Report Insights into effective governance practicesA joint publication of UBS Family Office Solutions and Agreus2 of 523 of 52We are proud to present the Family Enterprise Governance Reporta collaboration between UBS Family Office Solutions and Agreus.Based on insights f

2、rom 106 family office participants,this unique study examines governance across the full scope of a familys enterprise,which encompasses the family,trustees,family office,investment program,business,philanthropy and family bank.Governance and human capital:the people behind the policiesThis report s

3、heds light on prevailing governance practicesframeworks,structures,practices and policiesthat help guide complex family enterprises.While these tools are essential,they are not sufficient on their own.Governance is not just a set of documents or organizational chartsits the people who bring these st

4、ructures to life.Ultimately,human capital is what drives outcomes.Governance becomes effective when people actively shape it through thoughtful collaboration,clear roles,and intentional practices.Its not just about having the right structures in place;its about how people engage with those structure

5、s to achieve meaningful results across the family enterprise.Paul WestallCo-founderAgreusTayyab MohamedCo-founderAgreusMark R.Tepsich Family Office Design and Governance StrategistFamily Office and UHNW Client Services AmericasServing global families and family officesBoth UBS and Agreus are intimat

6、ely involved with wealth-owning families across the globe.We regularly advise on governance best practices,including structures,behaviors,practices and objectives.We also advise on the human capital that will comprise these governance bodies.About UBS Family Office Solutions Family Office Solutions