Family Office

And Why It’s Not Just a Legal Question A few years ago, I helped a family in California set up a private foundation. They had just sold...

Lessons from Families Who Chose Purpose Over Pressure A few years ago, I met with a client who had recently received a major inheritance....

Reflections from a Banker Who’s Sat With Hundreds of Families at Their Crossroads I still remember one afternoon in Hong Kong, sitting...

I’ve spent the better part of my career advising ultra-high-net-worth families—many of whom run their own family offices—on investments,...

The Story of a Daughter, a Fortune, and the Map She Didn’t Know She Needed Her name was Emily. She was 36. A tech executive in New York,...

The Story of a Party, a Conversation, and a Quiet Revolution in Giving Earlier this year, I found myself at one of those unforgettable...