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The cost of the family office is an important aspect in the long term sustainability of wealth, although it’s not always well understood by family members. This webinar makes a compelling case for
Amid rumors of the demise of the small family office, FOX examined the primary challenges these offices face. These challenges include the sustainability of the small family office and alternative
In the minds of many, multigenerational wealth the last 30 years has been associated with abundance, privilege, social status and philanthropy over. But we've now experienced a decade of weak
92% of heirs switch their advisors after receiving their inheritances. As the Baby Boomer generation prepares to transfer an unprecedented amount of wealth to the next generation, advisors have an
Self-assessment is a process by which individuals can learn more about themselves - what they like, what they don't like, and how they tend to react to certain situations. This self-knowledge can
92% of heirs switch their advisors after receiving their inheritances. As the Baby Boomer generation prepares to transfer an unprecedented amount of wealth to the next generation, advisors have an
Over the past decades, family specialists have developed a deeper understanding of the host of emotional responses that accompany wealth events – whether the event in question is a business sale,
The 50 Best Practices for an Enduring Family Enterprise are the practices that we believe have contributed to the multi-generational success of the highest achieving and most forward thinking
Collaboration is necessary to both business and family success in the 21st century. Yet many families find it difficult to develop a collaborative culture - and collaborative leadership - when their
Multinational families are not a new phenomenon; history is full of noteworthy family trees whose branches have spanned the globe for generations. Increasingly, though, even younger families find