Latest News and Thinking

How Fast Must a Family’s Assets Grow?

One of the great challenges families face when allocating capital for the long-term is determining the right level of risk and return.  This is exacerbated further by the fact that many in the family office (FO) world believe that the investment strategies of families...

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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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