When ‘emotion meets money’ – it’s a family affair
Samy Dwek2026-10-24T23:13:31-04:00I wrote recently about leading a discussion with a group of YPO (Young Professionals Organisation) family member heads. We spoke
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09, 2023
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08, 2023
7 core elements of good governance
Samy Dwek2026-11-04T09:16:48-05:00Explore seven core elements of effective family governance, including decision-making, accountability and shared family values. Insights from Samy Dwek.
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08, 2023
Wealth and the Complexities of ‘Blended’ Families
Samy Dwek2026-10-24T23:13:36-04:00When it comes to blended families, Hollywood is rife with examples. In the 2014 movie, Blended, characters played by Adam
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07, 2023
Old school is the right way for lasting relationships
Samy Dwek2026-10-24T23:15:04-04:00Someone did something nice for you, so you drop them an email. You’re hosting an event, so you send out
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07, 2023
Family meetings: Formal, Informal, Ad Hoc or Planned
Samy Dwek2026-10-24T23:15:06-04:00I was recently asked by a forum from the Young Presidents Organisation (YPO) to moderate a session with six heads
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06, 2023
Video – IVYFON Private Equity, Mergers & Acquisitions 2023
Samy Dwek2026-10-24T21:32:02-04:00I spoke on a panel for IVY Family Office Network on June 27th, 2023 about private equity, mergers & acquisitions
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06, 2023
When your spouse dies, who’s got your financial back?
Samy Dwek2026-10-24T23:15:09-04:00Recently one of my articles was published in Crain Currency. The article, "When your spouse dies, who’s got your financial
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06, 2023
Redefining ‘Normal’ – We each live on a mental health continuum
Samy Dwek2026-10-24T23:15:13-04:00Imagine a matriarch or patriarch of a family who has control over the family finances or family office. That individual,
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04, 2023
How do I approach the discussion of governance with the family?
Samy Dwek2026-11-04T09:17:43-05:00How should families begin conversations about governance? Explore practical approaches to family decision-making, communication and shared expectations.
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03, 2023
What to expect, plan for, avoid and protect against in family office hiring
Samy Dwek2026-10-24T23:15:22-04:00Hiring any executive position takes serious consideration. None more so than hiring for positions within your family office. No less