Next Generation Preparation and Engagement in the Context of Family Legacy

Mar 06 2014
For most families, the natural evolution of wealth concerns eventually shifts from creating, preserving and transferring wealth to the realities of next generation...

Buy or D.I.Y.? Family Office Service Observations from the FOX Financial Executive Council

Feb 20 2014
The FOX Financial Executive Council was first established in 2004 and it offers family office financial executives (CFOs, controllers, tax managers, etc.) an opportunity...

Strategic Advantages to Taking the Long-Term View of the Family Enterprise

Feb 04 2014
  In spite of growing complexities, families around the world have managed to stay together for generations, and they reap significant benefits from the concentration of...

Moving from a Business Enterprise to a Family Enterprise

Jan 23 2014
 How does a family know when they are evolving from a family business into a family enterprise? When the collective activities of the family grow beyond the...

Six Practical Legacy Planning Steps to Consider

Jan 21 2014
Whether you already have wills, trusts and other estate planning documents in place or need to have them created, there are a number of priorities to consider as you move...

Feed the Acorn, but Don’t Forget the Oak: Finding a Meaningful Role for Family Leaders after Retirement

Dec 06 2013
If you have you been invited to a family business conference recently or picked up an educational piece on family wealth, you will have noticed the focus placed on next...

Infographic: Family Office Compensation Trends

Nov 15 2013
Eighty percent of family office employees received a salary increase in 2013, according to our latest benchmarking study, "Family Office Compensation & Benefits." The...

Recommended Reading: Greg Curtis on How Not to Invest Your Family’s Money

Nov 15 2013
If you’re familiar with Greycourt & Co. Founder Greg Curtis, you know that his blog is always a good read. His recent series on common mistakes families make...

Seven Time-Tested Family Continuity Lessons

Oct 17 2013
Many families have managed their wealth for generations and have healthy, productive and successful sixth- and seventh-generation family members to show for their efforts...

Great-Grandma’s Recipes for Success: The Importance of Family Storytelling

Aug 21 2013
The following blog post is a contribution from Ascent Private Capital Management, a Thought Leaders Council member of the Family Office Exchange. In today’s fast-paced...