Family Engagement

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Family Office Exchange
Tuesday, January 21, 2014

As the scope of a business-owning family’s activities expand and the family grows across generations, the organic shift from a business-centric family to a family-centric enterprise or “family ente

Family Office Exchange
Monday, February 1, 2010

This study is written for the small office executive or wealth owner running an office with seven or fewer employees who wants to better understand their office's performance relative to others of

Family Office Exchange
Thursday, October 1, 2009

Families with inherited wealth soon recognize that sharing ownership and control of family assets is far more complicated than any family might expect. Sharing ownership and decision-making with o

Wednesday, March 12, 2014

Fostering effective communication and gaining consensus in the family governance and estate planning/execution is never an easy task.

Wednesday, February 12, 2014

The vast majority of the wealthy actually come from middle-class or working-class backgrounds.

Wednesday, November 20, 2013

While every family is critically concerned about the well-being of their financial assets; the well being of their human capital—the future of their children and the health of the family--is upper

Wednesday, September 11, 2013

Wealth brings vast opportunities to families, but also vast challenges. Families wish to motivate children with wealth and to foster independence vs.

Wednesday, March 6, 2013

To be successful, the family office and the family itself must be aligned in their objectives with clear definition of roles for each.

Wednesday, June 27, 2012

Where would we be without such remarkable and brilliant entrepreneurs like Benjamin Franklin, Henry Ford, and Steve Jobs?

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