Latest News and Thinking

But What Is a Family Office?

On a call last week, a family business executive I was speaking with asked a simple, yet profound question. “What is a family office” or What do you mean when you say family office?

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3 Recommendations When Moving From Operator to Investor

A conversation we have been having with family offices recently is about the magnitude and significance of the change when a family moves from being predominately an operator of a business(es) to an investor in businesses.  This shift can be sudden in a liquidity...

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