1. Vast knowledge (broad not technical)
2. Vast network of resources (not insular)
3. Able to translate “technical speak”
4. Likes and promotes (orderly) change
5. Focuses on governance (success of which is reflected in family behavior)
6. Ask questions and listens (versus answers questions and talks)
7. Functions as communications hub for all complimentary resource providers
8. Facilitates objective clearance and oversight of all recommendations collaboratively and openly (but with healthy skepticism)
9. Is a servant leader with an open door policy who serves the Matriarch, CFO, and Board (et al) while also being a leader, mentor, and thought-leader to all, both family and advisors

YOUR FAMILY OFFICE CONCIERGE GETS BONUS POINTS for a wry sense of humor, facile mind, and an appreciation of irony (oh, did I forget humility?)