“I’m ready to consider stepping back from the business, but it’s been my life’s work. How do I navigate this emotional transition and find a new sense of purpose?” This question, or a variant …
A critical question often emerging in families is how our children can be introduced to the complexities of the family's assets and responsibilities without being overwhelmed or fostering a sense of entitlement. While common …
The Architecture of a Legacy When Giorgio Armani passed away at 91 in September 2025, the plan he had designed nearly a decade earlier came into effect with quiet precision. It was the culmination …
Among the families we serve, the most profound questions often have little to do with market forecasts, asset allocation or the latest twist in tax laws. They are usually centred on the continuity of …
Lessons in Governance, Power, and Family Alignment Rupert Murdoch’s recent succession settlement marked the end of one of the most closely watched family business stories in modern history. After decades of speculation and internal …
The old saying, “shirtsleeves to shirtsleeves in three generations,” resonates with an understandable anxiety for any family that has built significant wealth. It’s a fear that a lifetime of work, risk, and sacrifice could …
How Family Offices Are Redefining Charitable Giving Philanthropy is entering a new era of more international generosity. Across the world, family offices are reimagining what it means to give. Their focus slowly shifts from …
For families with significant wealth, some of the most meaningful questions aren’t about tax strategy or asset allocation: they’re about human potential. One question many grantors wrestle with is: How can I help my …
It’s a common question: "My children have never known financial hardship. How do I instill a genuine appreciation for their wealth and motivate them to be productive stewards?" This question carries a lot of …
Family enterprises are shaped as much by relationships and values as they are by financial results. Decisions often reflect a mix of tradition, personal dynamics, and long-term vision. Governance, in this context, provides a …