Our hope is that our book on single family offices (SFO) deepens the conversation in the field, challenges assumptions, and ultimately better serves SFO, their families and our communities.

Imagine your family has just come into a great deal of (liquid) Read about the four big considerations that we think of as the guardrails of starting a family office.

You've just walked out of an estate planning meeting, your next meeting is to review new cybersecurity threats, and suddenly you get a call from a family member. Feeling overwhelmed yet?