How can a family’s generations better stick together? ‘Generative alliance’ to the rescue Key family-office advisors form a critical glue that helps families thrive together and survive transitions September 8, 2023 Commentary
As clients demand more, Ten Domains model can help family offices deliver ‘Quarterback’ advisors need to bridge wealth-management side and softer skills to create a true ecosystem April 21, 2023 Commentary
Sands shifting under family offices as they seek the talent they need Advisors focus increasingly on the human side of things as the limits of ‘employee only’ model become clear June 6, 2022 Commentary
Advisors can stand apart by helping clients groom the next family leaders Some families might welcome the resources needed to undertake the next generational transition February 22, 2022 Commentary
Don’t forget the family at the family office New entrants to family office world are often good at the ‘office’ part but ‘family’ is neglected October 27, 2021 Commentary
Peer organizations, both old and new, move the industry ahead in service of families From FEC to UHNWI, group members learn and share best practices. There really is something for everyone September 2, 2021 Commentary
