Notes on family records, plans and transitions.
Occasional articles on family governance, investment policy, family office administration and generational transfer. We don’t publish market forecasts.
Family Office
What a family office actually does
The term is used loosely and understood narrowly. Most of the value lies in keeping records, calendars and advisers in order, and has little to do with picking investments.
7 min readInvestment ManagementHow families set an investment policy
A written investment policy is a short, plain document. It is what the family returns to when markets test a decision.
8 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.
7 min readGeneral information only, not investment, tax, or legal advice.