#74 How family offices succeed at strategic steering and portfolio value creation
This episode was recorded in German.
Insights from the new Strategy Podcast episode with Christian Underwood
In the latest knowledge episode of our Strategy Podcast "Hope Is Not a Strategy," strategy expert Christian Underwood shares valuable insights into the world of family offices. This episode is for investors, supervisory board members and portfolio managers who face the challenge of steering their holdings strategically, improving portfolio management and keeping an eye on the value of their investments.
Challenges in the strategic steering of family offices
Christian Underwood explains that many family offices and their managers face similar problems. What's often missing is a clear framework and methodology for centrally steering the strategic goals and projects of all holdings. Without a central strategy platform and clear visualizations, managing holdings quickly becomes confusing and inefficient.
Approaches to a solution
The StrategyFrame® offers a structured approach to managing all holdings and their projects efficiently. This strategy method allows you to steer and visualize strategic processes centrally, which significantly improves both overview and efficiency. Christian explains how even experienced portfolio managers benefit from this approach, staying on top of all their strategic processes and always "on track," without the usual PowerPoint and Excel battles. The StrategyFrame Online Academy gives portfolio managers further insights and deepens their strategy knowledge. The Academy offers a range of online courses on topics such as strategy development, goal management, transformation, strategy communication, strategy routines and much more.
The path to success: strategic maturity and pilot projects
The first step toward efficient strategic steering is to determine the strategic maturity of your holdings management. Next comes a pilot project with one of the portfolio companies. After that, you can learn the strategy process through self-study in the Strategy Academy and roll out what you've learned across the entire portfolio. The goal: enabling the leadership team in each company to execute the strategy on its own.
Market Intelligence and OKR tracking
Another key aspect is continuously monitoring market changes and potential for every holding. Connected tools such as Market Intelligence and OKR tracking keep all goals and projects in view and ensure regular, effective exchange with the portfolio companies about strategic progress.
Conclusion
With clear methods and central platforms like the StrategyFrame and the StrategyFrame®Room, family offices can significantly improve their strategic processes. It's worth listening to the latest episode of the Strategy Podcast to learn more about how to steer holdings more efficiently and more successfully.
Schedule a consultation now and find out how to reach your strategic goals and manage your holdings successfully.
SHOW NOTES
Book an intro callStrategyFrame® ACADEMYChristian UnderwoodProf. Jürgen WeigandStrategyFrame®Podcast "Hope Is Not a Strategy"Book "Hope Is Not a Strategy"