Latest Family Office Doctor Articles
Say It Out Loud: Why We Must Verbalise Our Pride and Love
A few months ago, my daughter said something that stopped me cold: “I’m a failure to you.” It
Governance guides, preserves in-law role in family business
We recently wrote about how or whether families should automatically find a role for their children’s spouses in
Why Every Family Office Needs a Fixer
Family offices are often described as businesses. But that label only tells part of the story. Yes, they
How to explore planning for your special needs child
Illness, disease and disorders often catch those affected and their families off guard. Not only are they unprepared
Giving as glue: Aligning generational philanthropy for future goals
People often look at generational planning amongst high-net worth families with a focus on their personal balance sheet,
Turning mistakes into momentum: Why teachable moments matter
Parents and leaders share a common challenge: how to help others grow from both success and failure. The
Succession’s Best Strategies: How Families Can Navigate Business Continuity
What happens when the family’s succession plans for their business don’t align with the vision of their next
Weaving adopted kids into the family’s future
Children up for adoption have often endured countless trials in life, many that the rest of us shall
Seeing abuse clearly: shifting perception, finding compassion
I recently attended a school reunion where; I was struck by memories I had long forgotten. I remembered
Real Estate Trusts: How misunderstanding standard planning can put buyers at risk
For international buyers, purchasing a home in the United States feels straightforward, until a service provider over-complicates matters.
Impactful and ethical ESG investing for individuals and family offices
As individual investors and family offices become increasingly socially conscious and environmentally aware, many have turned to “ethical”
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