Family Wealth Report

The Strategic Role of Private Trust Companies

The Strategic Role of Private Trust Companies

As families grow more complex – spanning operating businesses, diversified investments, multiple jurisdictions, and generations – many find that traditional trust structures were not designed to manage that level of coordination and continuity. In response, a growing number of ultra-high-net-worth families are turning to Private Trust Companies (PTCs)…

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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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Mack International - Retained Executive Search and Human Capital Talent Management Consulting Firm

Premier Retained Executive Search & Strategic Human Capital Consulting Firm

For single and multi-client family offices, family enterprises, and the full spectrum of wealth and investment management and financial services firms that serve ultra-high-net-worth individuals and family offices.

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