A Case Study: The Redstone Succession
Nielsoncaetanosalmeron - Paramount Skydance One Astor Plaza The Redstone empire ended with a sale. For nearly a century, the family built one of the most powerful media control structures in corporate America. …
Inside the Data: When Probability Becomes a False Signal
Juan Gris - The Sunblind In one of our client reports, a Monte Carlo analysis showed that several equity positions had less than a 10% probability of recovering their book value within …
Inside the Data: The Illusion of the “Average” Credit Rating
Juan Gris - The Breakfast - Musée National d'Art Moderne In one analysis of our Executive Reports, a fixed income portfolio reported an average credit rating of A and a duration of …
Inside the Data: Is Your Manager Taking Unauthorised Risks to Chase Yield?
Why “Compliant” Dashboards Fail Families and What to Do About It Fernand Léger - The City The Reporting Gap Most financial reports are written by the very people managing your money. By …
A Case Study: The Succession of Rupert Murdoch
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 Costs of Misalignment in Family Advisory
Most family offices manage assets, but more importantly, they manage legacies. And legacies aren’t built on numbers alone: they’re built on trust, alignment, and the ability to bring the right conversations into the open. …
Cultural and Global Considerations in Family Governance
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 …
A Comprehensive Guide to Portfolio Valuations
Portfolio valuations are critical yet often misunderstood tools in investment management. When executed consistently and interpreted correctly, they become one of the most powerful decision-making tools for investors and family councils. Whether you’re a …
Making Sense of Financial Data with the Right Visualisation
Financial data is the foundation for smart decisions, regardless of whether you’re running a family office, advising clients, or managing your own investments. But let’s be honest: long tables of numbers and dense reports …
How to Prevent Wealth Fragmentation with Strong Family Governance
Wealth fragmentation occurs when shared family assets (whether from a business, investments, or property) are split among heirs over successive generations. It is one of the most significant threats facing multigenerational family enterprises. While …