Keeping Together 3 Gens
If your family has struggled with wealth issues, you may well have heard the old saw about the loss of wealth: “from shirtsleeves to shirtsleeves in three generations.” For those familiar with the pitfalls …
Writing Your Company’s Values for Long-Term Success
The real worth of having values comes through when everybody abides by them. When people feel inspired by and aligned with the company’s values, they simply work more effectively. If you look at how …
Streamlining the Onboarding Process
We shy away from the cliché of “Human Resources”, instead giving it the moniker “Culture and Abilities”. Employee onboarding is the process of integrating a new employee into a company and its culture. It …
Let’s Celebrate Project Managers
Not every successful Family Office project has a project manager involved in it ― but they all should, and here is my view on why. “Management is, above all, a practice where art, science, …
How Do I Choose an Asset Manager?
Choosing the right individual or institution to manage your wealth can feel like a daunting task, but it’s good to understand the basics and figure out your personal priorities. This is a question we …
5 Reasons that Projects Get Delayed
Eevery project manager‘s nightmare is a delay in the project. Planning a project requires answers to what needs to be done by whom, and by when. The more details that are available to answer …
Working in Pajamas – a Guide to Productivity
By emphasizing the strengths of remote work and effectively coping with its challenges, you can transition to the "new normal" and establish your place in a truly awesome remote team: Here's how. With a …
Family Wealth: Four Types of Capital
Introduction The old saying goes: “from shirtsleeve to shirtsleeves within three generations.” According to the Oxford Reference website, it is a “Proverbial saying, early 20th century; meaning that wealth gained in one generation will …
We Help Wealthy Families Find Their Wealth Intentionality
Intentional wealth is what you strategize or plan in order to increase your worth and to pass on your wealth to the next generation and/or to support philanthropic purposes. There are two different aspects …
Create an Informative and Eye-catching Website
Somebody needs something and enters a word in the Google search box. Shazam! Your website pops up. They click on the link. But do they stay? Your website provides the first impression of your …