Family Office Best Practices


Flight Risk: Aviation Emergency Response Planning
When a family aviation emergency occurs, family offices must be ready to lead rather than observe in the onslaught of activity that inevitably follows.Integrated preparedness is the key to
Wealth Management as a Second Family Business
Family Office Exchange
Many entrepreneurs who enjoyed the challenge of building a family business face the decision to sell the business with mixed feelings and a certain amount of trepidation. While liquidity has its
Family Office Costs
What does it really cost to manage multi-generational wealth effectively? Are my wealth management costs in line with other family offices like mine? In the years following the financial 
Family Office Services
Each family office’s menu of services is reflective of the goals and priorities of the family it serves. Some offices focus heavily on the investment process and rely on the expertise of a chief
Family Office Compensation and Benefits
Compensation and benefits costs are consistently the biggest line item in the family office budget, and turnover is costly in human and financial terms. Devoting the time and resources necessary to
Starting a Family Office
What is a Family Office?The family office is a unique family business that is created to provide tailored wealth management solutions (from investments to philanthropy) in an integrated fashion while