From data to decisions: How family offices get reporting right A family office may know the value of every investment it owns and still struggle to answer a question from the family over breakfast. Can we comfortably commit another $10 million to private markets? How...
Most investors learn a simple principle: don’t put too much of your wealth in one place. Yet some of the world’s wealthiest families do exactly that. Their fortunes may remain heavily concentrated in the company founded by a parent, grandparent, or earlier generation....
Family offices spend a great deal of time thinking about the future. What will markets do next? How will AI change the way we work? What will the next generation expect? And how do you preserve wealth in a world that seems to reinvent itself every few years? Perhaps...
Patient capital is money that can afford to wait. It’s often provided by families with intergenerational wealth. It is capital invested with a long-term horizon, where the investor is prepared to accept that meaningful results may take years, or even decades,...
“The best way to predict the future is to create it.” — Peter Drucker When most people receive a life-changing cancer diagnosis, they look for the best specialist they can find. American financier Michael Milken chose a different path. Instead of asking...
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...
