A Case Study: The Succession of Giorgio Armani
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 …
Closer Look 9 : Turning Family Values into a Lived Legacy
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 …
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 …
Closer Look 8 : Moving Beyond the “Shirtsleeves to Shirtsleeves” Proverb
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 …
The Modern Philanthropic Mandate
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 …
Closer Look 7 : Preparing the Next Generation for Wealth
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 …
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. …
Closer Look 6 : Moving Beyond the “Values Talk”
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 …
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 …
Closer Look 5 : Mastering Joint Asset Ownership
The family vacation home. The words themselves often conjure images of sun-drenched laughter, crackling fireplaces, and generations of memories woven into the very fabric of the place, or horror for others, including the in-laws. …