Thought leadership and resources for you and your family enterprise
Recommended Insights
A Platform, Not a Portfolio: Why a Family Office Needs Governance as Much as Any Operating Company
Building a family office is not simply a decision about where to place assets. It is a decision about how a family intends to organize, govern, and steward its wealth over time. Before deciding whether to build an SFO, join a Multi-Family Office (MFO), or use a hybrid model, owners must answer two foundational questions:
What do we actually need the structure to achieve? What structure best fits our needs?
Family + Philanthropy: Unpacking Great Governance for Generous Families
For families involved in philanthropy, governance is how they organize themselves to make decisions about their giving and demonstrate accountability to themselves and their community. While governance is too often equated with compliance and boring board meetings, it is, in fact, a dynamic and creative process at the heart of family engagement and impact.
2025 Global Philanthropy Environment Index: Caribbean
Sharilyn Hale was the Caribbean region editor for the The 2025 Global Philanthropy Environment Index: Caribbean Regional Report.
The Four Horsemen of the Apocalypse: What Divorce Research Teaches Us About the CEO-Chairman Partnership
A CEO-Chairman partnership, like any other meaningful human partnership, isn’t something that happens to you. It’s something you build, day after day, conversation after conversation, and there’s always room for improvement.
Recommended Videos
How to approach Philanthropy
About one-quarter of our work relates to family philanthropy, most often as part of a complex family enterprise or family office.
Protecting the family legacy starts in the family office
Many families have decided to formalize a Family Office to serve the financial and professional needs of family members.
