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 →
Adapting to Climate Risks in Family Offices
Climate risk isn’t just about extreme weather – it’s about understanding your portfolio’s environmental exposure across regions and assets. Watch to learn why geographic and…
The Benefits of Outsourcing Investment Management
Nearly 40% of small and mid-sized family offices outsource investment management. But success requires more than just delegation – it demands complete transparency with your…
Podcast Appearance: Harry Cendrowski on The Most Curious Person in Multifamily
April 4, 2025 Harry Cendrowski, Partner at Prosperity Partners, was recently featured on The Most Curious Person in Multifamily, a podcast hosted by Moshe Crane. In this insightful…
Building Your Succession Dream Team The Value of Outside Expertise
Successful family office succession isn’t just about passing the torch – it’s about building a bridge of expertise between generations. Watch to learn why outside…
Building a Resilient Risk Management Culture
Only 48% of family offices are actively investing in technology – but success isn’t just about the tech, it’s about harmonizing digital capabilities with human…
Building a Resilient Risk Management Culture
True risk resilience in family offices isn’t a one-time project – it’s a continuous commitment to internal training, external expertise, and trusted communication channels. Watch…
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…