Family Office Best Practices


Corporations and Trust Companies and Partnerships- Oh, My: A Review of Family Wealth Management Structures (Part 1)
Over the past 20 years, the use of corporate structures to protect families of means has grown exponentially. Family assets that once would have been housed within in a (relatively) simple, single
Communication in Difficult Times: Families and Advisors on the Front Line
Effective communication during times of turmoil can be challenging and downright daunting for affluent families and their advisors. From the recent meltdown in the financial markets to difficult
50 Best Practices for an Enduring Family Enterprise
Family Office Exchange
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
The Family System: New Approaches to Leadership in the Family Business
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
Crisis Communications for Family Offices: Before, During, and Today
When it comes to worries that can keep family leaders up at night, “PR crisis” ranks high on the list. Whether due to an actual event – or just a rumor – unwanted public attention can have powerful
Private Investigation: If, When, How...or Not?
In their personal and business lives, wealth owners face a variety of risks, many of which could be mitigated or possibly even eliminated with the help of experienced investigative professionals.In
"The Pith Helmet Family": Managing Adventure and Extreme Travel Risks
More and more, family members are heading off the beaten path when they travel. Whether the purpose is business, philanthropy, or pleasure, excursions to less-developed areas of the world present a
Should We Stay or Should We Go: The Decision to Keep the Family Together
Ultra high net worth families face the question of whether to keep the financial family together at many points in time. From the first liquidity event through the continued branching of the family
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