family office
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Family offices excel at managing money but often overlook the greatest threat to multigenerational success: poorly planned succession. Here's how they can help. Family offices have gained increasing Read More...
Category: Research Insight
Authors: Jan-Philipp Ahrens , R. Adam Smith , Maria Giuseppina Bruna , Melania Riefolo and Salam SAMI
A study of German family firms shows that regular, meaningful contact between the family office and the family can preserve shared purpose after an exit. EDITOR’S NOTE: This article was produced in Read More...
Category: Research Insight
Authors: Clemens Krüger , Christian-Titus Klaiber and Reinhard Prügl
Research still can’t clearly explain when they deliver real value. A review shows what we know, what we don’t, and how families can close the needs-to-services gap. EDITOR‘S NOTE: This article Read More...
Category: Research Insight
Authors: Patrik Hayoz, PhD , Bingbing Ge and Alfredo De Massis
As family attitudes towards wealth, purpose, and legacy evolve, their offices are doing more than just managing wealth, a study shows. Family offices are no longer quiet custodians of wealth. Based Read More...
Category: Applied and Practice
Author: Peter Vogel
It can be dangerous to ask executive assistants or your CFO to manage your personal finances. RSM's Ben Berger shows why a separate office helps both business and family manage money responsibly. All Read More...
Category: Interviews
Author: Kimberly Eddleston
Interviewee: Ben Berger
Family businesses, and the wealth they create, are run by human beings, who can be impulsive. When the wealth is substantial, often an impartial third party is the best choice to manage this wealth Read More...
Category: Interviews
Author: Kimberly Eddleston
Interviewee: Spencer Burke