Family Office Insights
Insight
Analysis, opinion, and expert commentary on the trends shaping family offices today.
10 insights for “Leadership”
Expanding professional networks through family office networking groups
By joining a reputable networking group, family offices can connect with their peers, service providers,…
The Great Transition and Life Expectancies
In many high-net-worth families, the great wealth transition isn’t happening quite as quickly as some…
Are your wealth planning arrangements due for a health check?
Like taxes, death is a certainty in life and it’s important to understand that when…
From linear to cyclical business: how to lead in a complex post-Covid world.
To cope with an uncertain and volatile world, visionary leadership is key to developing future-proofed…
The impact of matriarchal and patriarchal roles in family business
Most families have an anchor, often identified as a matriarchal or patriarchal figure. A dominant…
The future of the family office wealth advisor
Family offices come in many shapes and sizes, as do the advisors who serve them.…
From heiress to owner: disrupting private wealth through female leadership
As 2020 has shaken the world and with fundamental assumptions being challenged, many female leaders…
Why your family business should become a generalist
Family businesses are built with a core vision that, which has continuity, renewal, longevity, and…
Why persuasive leadership is important for the next generation
The next generation today must influence a range of stakeholders if they are to be…
Identify & build human capital in your family business
In an exercise reminiscent of “If a tree falls in the forest, does it make…