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...

What a Family Office Does

In our last post, we considered what a family office is (here). We called out two important factors in that discussion. First, that a family office (FO) is a professional services firm that helps manage the complexity of a family of significant means. Secondly, that...

But What Is a Family Office?

On a call last week, a family business executive I was speaking with asked a simple, yet profound question.  “What is a family office” or What do you mean when you say family office?  Too often, family offices are treated like Justice...