Family Office Navigator

Your Guide to Building a Multigenerational Family Office

Professor Peter Vogel of IMD Business School authored together with our partner Mario Marconi the Family Office Navigator. Parkview partners Martin Liechti and Marius Holzer contributed to this definitive guide to establishing and managing a family office.

Published in partnership with IMD, Cambridge Family Enterprise Group, and the Family Business Network, this practical guide equips families with actionable frameworks for every step of their family office journey—from initial setup to multigenerational success.

Praised as “the breakthrough book of its domain,” the Family Office Navigator provides hands-on tools that help families preserve wealth, strengthen unity, and adapt to evolving needs across generations.