Organization & Human Capital

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Wednesday, August 19, 2015

Culture is a hot topic. It was the Merriam-Webster “Word of the Year” in 2014 and it’s particularly critical in family offices.

Wednesday, April 22, 2015

What’s the key to ensuring a high-functioning organization? Getting the right people engaged in the right activities to have the most impact on your business and the families you serve.

Monday, October 6, 2014

From governance concerns to family office costs, this report is designed to help family office executives and board members evaluate the office’s performance relative to 116 family office peers.

Wednesday, September 17, 2014

Developing great family leaders is a process, not an event. Leadership success is often measured by knowledge, skills and abilities coming together at critical times.

Wednesday, June 25, 2014
Recruiting the right talent in a family office is widely known to be one of the most challenging and important initiatives a family can face.
Wednesday, May 14, 2014
Now that the final regulations are out on the Affordable Care Act’s employer responsibility requirement, employers have a lot of decisions to make about how to implement these requirements.
Wednesday, March 26, 2014
  • Have you considered what it will take to recruit the next generation of leadership to lead your family office to success over the next 15-20 years?
Wednesday, February 12, 2014

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

Thursday, October 3, 2013
Compensation and benefits are consistently the largest line items in every family office budget, and the people on your team have the greatest impact on your overall success.
Wednesday, September 25, 2013
As advisors, it is second nature to ensure that families have a transition plan in place for the future.


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