Strategic insights for family office Principals and private capital leaders building systematic governance for multi-generational wealth and capital inflection points.
The Sudden Liquidity Run does not require bad intentions. It requires only an heir who was never shown what the capital is for. Part I: The Request That Changes Everything There is a specific governance moment that arrives in family offices with sufficient multigenerational complexity — and that, when it arrives, reveals with uncomfortable precision the degree to which the governance architecture has addressed the question of what the capital is for. It does not announce itse
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
