My Blog

3 Circles, 4 Rooms and 5 Capitals – Make Your Family Business Comprehensible

Because of all the constituents in a family business, there are often times so many dimensions at play in any matter that dissecting what is actually occurring is incredibly challenging. Instead, models like the Three Circles, Four Rooms and Five Capitals arm us with a set of lens by which one can interpret the circumstances presented.

read more

Family Offices, Not Just Politicians, Face an Urban / Rural Divide

The locales that families build their wealth in are often times closely intertwined with the family’s identity and narrative. Yet like all considerations for a family office, the choice of geography is an important one, and importantly the ‘default’ answer should not be immediately adopted simply because it is the default.

read more

How Fast Must a Family's Assets Grow?

One of the great challenges families face when allocating capital for the long-term is determining the right level of risk and return.  This is exacerbated further by the fact that many in the family office (FO) world believe that the investment strategies of families...

read more

Archives