Optimising In-House and External Resourcing Models

Introduction: The Core Dilemma

Running a Single Family Office means balancing the bespoke demands of your principals with the rigor and efficiency of an institutional organisation. Do you recruit a full‑time team to handle every communication, design, and technology requirement? Or do you tap external specialists on demand? Make the wrong call and you risk overspending on underutilised headcount or scrambling to find partners when deadlines loom.

Rather than settle on one extreme, many Family Offices thrive with a hybrid approach. In this playbook, we’ll guide you through a three-option framework to decide when to build in‑house, when to partner with Vesimi, and when to rely on ad hoc outsourcing.

1. Three‑Option Framework for Make‑vs‑Buy Decisions

Traditional make‑vs‑buy models position “In‑House” and “Outsource” as direct opposites. Instead, we recommend a three‑column approach:

1. Build In‑House: Reserved only for truly mission‑critical, always-on functions that justify full-time roles.

2. Partner with Vesimi: Our 24×7, cost‑effective tech and AI-driven solutions with enterprise-grade security and deep Family Office expertise.

3. Ad Hoc Outsource: One‑off specialists for simple, low‑sensitivity projects.

This framework highlights where Vesimi adds the most value, while still recognising the narrow slice of work that makes sense to keep entirely internal or to outsource ad hoc.

2. The Make‑vs‑Buy Matrix

Use this matrix to map each communications and design capability into the right delivery model for your Family Office.

3. How to Use the Matrix

1. Map & Score
   Catalog each workflow by confidentiality, cadence, complexity, and cost.

2. Assign & Pilot
   Place each use case in Build In‑House, Partner with Vesimi, or Ad Hoc Outsource, choosing Vesimi when it best balances speed, security, and cost.

3. Scale with Vesimi
   Pilot key workflows with us, validate SLAs and then expand our support where it delivers the greatest impact.

4. The Vesimi Hybrid Playbook

1. Needs Assessment & Prioritisation
   • Map and score every communications and design workflow across confidentiality, urgency, complexity, and cost.

2. Pilot Outsourcing for Non‑Core Workstreams
   • Engage Vesimi’s specialists for adjacent tasks (e.g., infographics, rapid translation).
   • Track turnaround and quality through our secure ticketing system.

3. Evaluate & Decide
   • Compare cost efficiency, SLA adherence, and stakeholder feedback.
   • Continue outsourcing where it outperforms; consider in‑house only if you’ve maintained at least double capacity across two consecutive cycles.

4. Upskilling Your Family Office Team
   • Selectively train or hire for remaining core functions only when you consistently have ≥2× routine capacity to absorb these workstreams.

Crafting Your Optimal Blend

There’s no one‑size‑fits‑all answer. Each Family Office must calibrate its unique mix of in‑house talent, Vesimi partnership and ad hoc outsourcing. By following this playbook, you’ll protect confidentiality, scale with agility and optimise your cost structure.