We’ve designed Perspectives as a hub to share ideas, insights, and strategies. Learn from our leaders, and consider their point-of-view when shaping tactics to keep your business a step ahead of the competition. Explore articles, webinars, videos, and more →
Who Should You Hire First? A Strategic Approach to Scaling a Family Office
One of the most important decisions in scaling a family office or growing organization is often underestimated: Who should you hire first? Many leaders…
Don’t Hire for Today’s Problems: How the Right First Hire Shapes a Family Office
As family offices grow, hiring decisions become increasingly important — and increasingly strategic. One of the most common mistakes is hiring to solve immediate…
Why 90% of Family Wealth Disappears by the Third Generation
Why 90% of Family Wealth Disappears by the Third Generation There is a statistic frequently cited in wealth management: nearly 90% of family wealth is…
Privacy Is the Ultimate Currency: Why Sophisticated Family Offices Protect Their Networks
For many high-functioning family offices, privacy is not simply a preference — it is a strategic asset. While traditional risk management focuses on asset…
The New Private Equity Landscape: Why Family Offices Are Reshaping Capital in 2026
Private equity has changed. The leverage-heavy, exit-driven model that dominated the 2010s is no longer the only path — and in many cases, it’s…
Why Cold Emails to Family Offices Get Deleted — And What Actually Works
Family offices receive a constant stream of unsolicited pitch decks. Most are deleted within seconds. The reason is not lack of capital. It is…
Allocation ‘prudence’ only works if you rebalance when reality moves
Prudent allocation isn’t about setting it and forgetting it. It’s about realigning when markets shift. When one asset class outperforms, it changes your entire…
AI helps diligence — until it doesn’t
AI is a great tool—but it’s not foolproof. It can speed up diligence, but you still have to verify every source and assumption. I’ve already…
Smart family offices keep leverage low for a reason
There’s a reason most family offices keep leverage low. After living through 2008–2010, many learned how quickly over-leverage can turn a paper fortune into a…
Can’t hedge private stock? Here’s what family offices actually do
Roughly three-quarters of family offices are investing directly in private companies—and that creates a challenge: you can’t easily hedge private stock. The smart play?…