How Fast Must a Family’s Assets Grow?

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 and how that impacts family office growth in the long run.  This is exacerbated further by the fact that many in the family office...
3 Recommendations When Moving From Operator to Investor

3 Recommendations When Moving From Operator to Investor

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...

“What’s Left After a Family Business is Sold?”

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...