The Succession Gap Nobody Measures
Family wealth succession receives enormous attention. The succession of the family office itself often does not. Perspective · Family Governance & Succession When families discuss succession, the conversation usually focuses on ownership. Who will inherit the shares? Who will receive the assets? Who will control the family business? How should wealth be transferred? These are […]
When Does a Family Actually Need a Family Office?
More wealth does not automatically mean you need a family office. Perspective · Family Office Strategy The phrase family office can sound like the inevitable next step once a family reaches a certain level of wealth. It isn’t. A family office is an operating model — not a badge of wealth. The more useful question […]
When Wealth Becomes Complex
The problem is not always the size of a family’s wealth. Sometimes it is the number of moving parts. Perspective · Family Office Strategy A family can have excellent advisers and still lack a clear view of its affairs. A private bank manages part of the portfolio. A lawyer oversees structures. A tax adviser handles […]