Strategic insights for family office Principals and private capital leaders building systematic governance for multi-generational wealth and capital inflection points.
A tax-perfect structure means nothing if the living family cannot survive inside it. Part I: The Document That Was Never Tested There is a specific governance moment that experienced family office principals encounter with a particular quality of discomfort — and that investors and advisors who serve family offices encounter even more frequently, because they are present when it arrives. It is the moment at which the legal structure that was designed to protect the family's
