Press

The Value of Independent Board Members in the Family Office

The Value of Independent Board Members in the Family Office

Families on a journey of professionalization often look to institutional models for best practices and cycle-tested modalities, including well-developed governance structures with independent board members. The role of board members has evolved to one that is very strategic in helping families shape and achieve their long-term objectives.

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Family Office Executive Search and Governance

Family Office Executive Search and Governance

Family governance has always been important, but in today’s increasingly complex geopolitical, investment, and regulatory landscape, it is critical. Today’s stewards of generational wealth are contending with shifting demographics, increasingly dispersed family members, and varying perspectives on asset allocation and portfolio construction.

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Why Family Offices Need an Expert Generalist

Why Family Offices Need an Expert Generalist

Conventional wisdom suggests that success is associated with the ability to specialize in a single field of expertise. However, in family offices, where the intersection of financial, human, social, intellectual, and reputational capital requires deeply intertwined decision-making…

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Handing Over the Keys—The Challenges of Reaching Gen Z

Handing Over the Keys—The Challenges of Reaching Gen Z

In the next 20 years, an estimated $90 trillion will change hands from Baby Boomers and Gen X to Millennials and Gen Z, and according to the latest research, the communication gap between the old guard and new guard has never been wider or more misunderstood.

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