Photo by Rodolfo Quirós on Pexels.com Given the labor shortages seem to be omnipresent, it is no surprise that the wealth advisory space is seeing similar challenges. On a frequent basis, at least weekly, I hear of firms, both single and multi-family...
Photo by Matt Nelson on Unsplash Human brains are innately wired to appreciate and search for stories. From the movies we watch to the books we read, narrative structures deeply resonate with how we interact with the world. The wonderful part of stories is that they...
Photo by Markus Winkler on Unsplash Here at Family Capital Strategy, we have learned in working with families, that for a strategy to be successful, it must be aligned on the key dimensions of individual, family, and the ‘business.’ While we have...
Photo by Tara Scahill on Unsplash In the last couple of weeks, UBS published its 2020 survey of Family Offices. Amid the report and its thought provoking output is a statistic that could be easily glossed over. Namely that 70% of the offices surveyed were founded...
Photo by Sylvia Yang on Unsplash Here at Family Capital Strategy, we spend a lot of time thinking about what is required to build world-class professional services firms. A great family office is ultimately a tightly integrated, multi-disciplinary...
