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 →
The Hidden Costs of Staff Turnover in Family Offices
The true cost of family office turnover isn’t just financial – it’s the loss of institutional knowledge that shaped critical decisions. Watch to learn why…
Talent Retention Strategies for Family Offices
Success in family office talent retention rests on three pillars: competitive compensation, positive workplace culture, and clear protocols for managing family dynamics. Watch to understand…
How to Manage Insider Threats Without Breaking Trust
The best defense against insider threats in your family office isn’t just protocols – it’s creating a culture of open communication and meaningful engagement. Watch…
Death of a Partner or Shareholder: Tax Implications and Planning Opportunities
This 110-minute CPE webinar, originally held on February 20, 2025, provides in-depth insights into the tax implications and planning strategies businesses must consider following the…
The Long Term Impact of VC and Hedge Funds on Family Wealth
If you’re thinking about venturing into or expanding your exposure to private equity or venture capital, this video provides valuable insights on how to…
AI in Family Offices From Operations to Investment Strategy
While only a small percentage of family offices are currently involved in crypto, the real shift is happening with AI. From reshaping investment strategies to…
Vital Economic Metrics for Family Offices
Tech layoffs and shifting job markets are reshaping investment opportunities. How are you adapting your strategy in this environment? Let me know in the comments….
Family Offices Weigh Pros and Cons of PE & Direct Lending
Preferred equity deals demystified: Join Harry Cendrowski as he explores how family offices are using these investments to amplify returns and secure greater control. Plus,…
Top benefits of direct investment vs PE for family offices
Family offices have unique strengths in direct investing that PE firms can’t match. Let me show you why. #FamilyOffice #Advisor #LIVideo
Family Offices Steer Through US China Geopolitical Dynamics
As tensions continue to rise in China, investors must carefully assess their exposure in the region — especially in sectors like electric vehicles and manufacturing….