The Secret Behind a Five-Generation Family Office

The Secret Behind a Five-Generation Family Office

Most successful family businesses can trace their origins to a remarkable entrepreneur. Far fewer can claim to have remained united, prosperous and influential five generations later. Yet that is precisely what the Eccles family has achieved. Their story, shared by...
The Ethical Dilemma: When a Referral Becomes Revenue

The Ethical Dilemma: When a Referral Becomes Revenue

Family offices are built on relationships. No single office, however accomplished, can employ every specialist a family may need. At different stages, it may call on tax advisers, trustees, lawyers, investment consultants, cyber-security experts, art valuers, property...
Citizenship: The Asset Class Families Overlook

Citizenship: The Asset Class Families Overlook

“The greatest inheritance we leave our children is not simply wealth, but the freedom to choose their own future.” When affluent families gather around a boardroom table or the dining room table to discuss their long-term plans, the conversation is usually a familiar...