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Unique insights to drive your family and family office forward, authored by Family Capital Strategy

FO Strategy Articles

Family Offices and Wealth Managers – Don’t Miss the Point on Hiring Challenges

Given the labor shortages seem to be omnipresent, it is no surprise that the wealth advisory space is seeing similar challenges.  The situation is even more dire than it seems.

Linearity and Liminality

Linearity and Liminality

Families of wealth are full of liminal spaces – family/business, current gen/rising gen, client/advisor, liquidity events, etc.  As such, we must be on guard to manage the appeal of bringing straight forward linear thinking into circumstances that are anything but that.

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10 Must Reads for any Family Office Executive

10 Must Reads for any Family Office Executive

While there are many great books out on business management, the vast majority are focused on traditional companies. The resources available to assist those tasked with leading and developing professional services firms are far fewer. Here are our favorites.

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My Favorite Family Office Saying

My Favorite Family Office Saying

The mentality of “if you aren’t the best, you are the worst because its you” can help serve as an Occam’s Razor for families as they evaluate various paths of action.

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But What Is a Family Office?

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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