In a fast-evolving wealth management environment, family offices are standing at the crossroads of tradition and innovation. In this article, we’ll examine the key findings of the latest benchmarking survey by Northern Trust and …
In the world of family offices, where generational wealth meets intricate financial planning, the alignment between financial advisors and their clients emerges as a cornerstone of success. Yet, beneath the surface of these partnerships, …
In the business world, where innovation and adaptability are paramount, the concept of transgenerational entrepreneurship has emerged as a beacon for family firms aiming to sustain and grow through generations. The 2010 paper by …
As a father, an entrepreneur and the CEO of our Family Office, my journey into understanding the impact of entrepreneurial parents on their children’s career paths has been both enlightening and deeply personal. The …
Introduction Mentoring within family offices plays a pivotal role in shaping the future of family businesses. This comprehensive guide delves into the nuanced aspects of mentoring and its impact on family business in the …
Expanding on our previous exploration of How Financial Advisors Navigate Wealth Planning and Succession, this article examines the comprehensive role of Most Trusted Advisors (MTAs) in the context of family business advising. Drawing from …
In an era where consumer expectations extend beyond product quality or service efficiency, brands are increasingly aligning themselves with social and environmental causes. This is not just a trend but a strategic repositioning of …
In this conversation, Rebeka, brand manager and designer, sits down with Nicholas Schwarz, the Founder and CEO of The Cecily Group to ask him about his latest projects, and his innovative approaches in family …
In the realm of legacy planning and wealth management, the transmission of knowledge stands as a cornerstone. This concept is eloquently presented in the work of James Grubman and Dennis Jaffe in their 2010 …
In the intricate landscape of family businesses, the delicate balance between socioemotional wealth (SEW) and the need for professionalization is a pivotal factor in driving innovation and ensuring long-term success. SEW, which encompasses emotional …