Articles & Case Studies
Governance – the ways a family organizes itself to make decisions – is not a one size fits all matter. It is most effective when tailored to the family culture and values, and designed to adapt to changing circumstances.
Money and wealth are among the most intimate of subjects for families, providing fertile ground for confusion and conflict. Families improve their ability to work together on their shared assets when they enhance communication skills and better understand their patterns of relating to each other.
FAMILY OFFICE DEVELOPMENT AND PLANNING
Family offices are unique businesses that can engage in a wide variety of activities to manage a family’s complex financial circumstances. Over the long run, family leadership, along with effective collaboration between the family and the family office executive(s), are key to the success of family offices.
FAMILY EDUCATION AND LEADERSHIP DEVEOPMENT
Successful families are committed to enhancing their human capital. They invest in the growth of individual and collective leadership and collaboration skills, while creating educational experiences that expand and deepen knowledge.
SUCCESSION AND TRANSITION PLANNING
Transitions are not a single event; they evolve over time. Successful transitions require ongoing attention to the evolution of the ownership and management of family assets, as well as to the shift in roles and responsibilities.
Family philanthropy can be a source of connection and shared purpose. Making the time to develop alignment around philanthropic values, mission, and the strategy for giving, enhances the success of family foundations, especially when more than one generation or family branch is involved