Long-form guides on family office practice.
Deeper work — intended to be read in full. Guides and reference articles on family office structure, governance, hiring, and the decisions that shape how families manage and transmit wealth.
How to keep a family entrepreneurial across generations
Family offices are under pressure to adopt corporate governance frameworks. Most of this pressure is misplaced. This guide argues for a different model — built around the family's actual dynamics, not imported from institutional practice.
What to expect behind family offices' "exclusive clubs"
A new family-office "club" is launched every few weeks. Three categories of peer network actually add value to families and family offices. The rest are almost always selling something else.
Should you outsource your family office? A practical guide to what to keep and what to delegate
The Outsourced Single Family Office has become a dominant industry narrative. For some families it is the right tool. For others it is a strategic error. The decision has almost nothing to do with cost.
There is no war for talent in single family offices
The family-office hiring conversation has been captured by a "talent war" narrative that does not describe the reality inside well-run offices. What actually attracts and retains the people a family needs is a different list — and it has not changed in thirty years.
Single Family Office: three archetypes for efficient transmission
When deciding what a family office is for, families can (and must) choose between three archetypes. Each serves a different purpose; each has a different risk profile; and each dictates what the rest of the structure should look like.
How to structure a family office — a practical framework
Most of the "ideal" SFO blueprints presented to families miss what actually matters. A structure is a tool — its quality is measured by how well it serves the family's purpose and how easily it can be unwound when the world changes.
The trustee in a family office — what the role requires and how to get it right
The legal duties of a trustee are the same whether the assets are held in a pension fund or a family office. The environment they operate in is not. This guide explains what families need to understand before appointing or changing a trustee.
What should our family wealth stand for? A values alignment guide for UHNW families
Aligning family wealth with shared values is one of the defining challenges of multigenerational wealth planning. A step-by-step guide to translating shared family principles into a coherent capital strategy.