Strategic insights for family office Principals and private capital leaders building systematic governance for multi-generational wealth and capital inflection points.
To truly support families, we must admit that a document can organise a business, but it cannot fix a family dynamic. Part I: The Document That Was Never Tested There is a family governance document that almost every professionally advised family office produces at some point in its development — and that almost every family office advisor is proud to have helped create. It is comprehensive. It reflects months of careful deliberation. It expresses the family's values with g
The vote split cleanly along family branch lines. These structural factions are predictable—and detectable before they become irreversible. Part I: The Vote That Was Never Really About the Investment There is a moment that experienced family office advisors learn to recognise with uncomfortable precision. The investment committee is reviewing a significant opportunity. The analysis is sound, the risk-return profile is appropriate, and the due diligence is complete. The disc
