My Favorite Family Office Saying

Photo by Daniil Kuželev on Unsplash A number of years ago I had the pleasure of hearing Jay Hughes speak at a family office conference. Hughes, the author of a number of classics in the family office / family wealth realm, remarked offhandedly during Q&A...

The Why of Family Offices

Photo by Benjamin Davies on Unsplash Today I want to conclude our 3 part series looking at the basics of family offices. In the first two parts, we considered what family offices are and what they do. We concluded the primary role of a family office is to help manage...