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wealthy family

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wealth next generation family office

Straight from real business families: how not to mess up the next gen

Ten recommendations for fostering intergenerational dialogue and engagement, based on advisor interviews

October 13, 2023
Commentary

family office operations

Ten operational risks to keep an eye on at the family office

Without committing time and resources to each one, family wealth could be put in jeopardy

August 5, 2022
Commentary

Councils help families ease into more formal governance

Meetings also promote unity and keep family members from ‘heading off in all kinds of different directions’

September 9, 2021
Fundamentals

Capital appreciation for multigenerational wealth transfer a chief aim of family offices: survey

Goldman Sachs report also noted more than half invest through in-house resources

August 11, 2021
Wealth

Is family governance much ado about nothing?

Families must be led through trust and empowerment to prevent deterioration of relationships, wealth

June 9, 2021
Commentary

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