If your family wants to avoid friction and conflict resulting from disagreements over investment choices, it may be well-served by a family investment policy.

This fictitious case study illustrates what happens when a family outgrows its family office, and offers suggestions for a way forward.

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?