Family Office Exchange

How do you prepare younger family members to manage their wealth well and flourish in their own lives and in the family enterprise? Every family is challenged to find creative ways to engage family members in the process of learning—about the family and what it values and owns, as well as what it takes to care for these human and… Read More

We are at a crossroads in human history where three powerful forces are coming together. First, individuals have lost trust in the major institutions that have served as the framework of our modern society. Second, innovation is moving more quickly and with a broader reach than ever before. Third, people everywhere are living longer, with implications for society that range… Read More