Insights.
Occasional writing on family governance, investment policy, family office administration, and generational transfer. General information only, and no market forecasts.
What a family office actually does
The term is used loosely and understood narrowly. Most of the value has nothing to do with picking investments. A look at the four functions that matter—consolidated reporting, the obligation calendar, advisor coordination, and convening the family itself—and how to tell whether you need to build one.
August 20267 min read
How families set an investment policy
A written policy is the least glamorous document in private wealth and the one that does the most work.
July 20268 min readNext GenerationPreparing the next generation for wealth
Transfers happen whether or not a family has prepared. Preparation is mostly a sequence of conversations, started earlier than feels comfortable.
June 20267 min readArrange a first conversation.
About an hour, at no cost and without obligation: your circumstances, what the capital is for, and whether our services are a fit.