Culture is a hot topic. It was the Merriam-Webster “Word of the Year” in 2014 and it’s particularly critical in family offices.
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.
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.
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.
The vast majority of the wealthy actually come from middle-class or working-class backgrounds.