One of the great challenges families face when allocating capital for the long-term is determining the right level of risk and return and how that impacts family office growth in the long run. This is exacerbated further by the fact that many in the family office...
A conversation we have been having with family offices recently is about the magnitude and significance of the change when a family moves from being predominately an operator of a business(es) to an investor in businesses. This shift can be sudden in a liquidity...
Numerous academic studies have reached one common conclusion regarding the performance of family businesses – they outperform their public peers. General accepted wisdom as to why points to the family’s ability to take a long-term view when making...
Photo by Eric Prouzet on Unsplash The New York Times recently published a great piece entitled, “What’s Left After a Family Business is Sold?” The article highlighted the fundamental reason Family Capital Strategy was formed. In the busyness of a...