Wither the Family Office?
The family office market has become crowded and muddled. Once the domain of easily understood private offices, each dedicated to the needs of a single,...
Family Preservation, A Philosophy
Since 1993, I have been running, like Forrest Gump, down every road I could find to try to discover an antidote to the tragedy inherent in the American...
Junior Boards
When a group of Smith family members1 meets twice a year as a board to discuss investments and grantees for their family foundation, much of the procedure...
Seeking Control
Financial families, defined as owners who manage their wealth as business, focused their attention in 2006 on enhancing their wealth strategies and strengthening...
The Sentimental Auction
From the grandfather clock that stood sentinel in the front hall of the family home to the worn-out tennis racquet Dad always used when letting his kids...
Related Links
The Wealth Report Blog
blogs.wsj.com/wealth/The Wealth Report is a daily blog focused on the lives and culture of the wealthy. The blog is written by Robert Frank, a senior writer for the Wall Street Journal.
The Family Office Exchange (FOX)
www.foxexchange.comA membership-based advisory firm that provides research, education, and advice to 500+ members in 22 countries. It strives to make wealth owners, family office executives and advisory firms more effective at preserving and enhancing their financial, human, and intellectual capital.
Institute for Private Investors (IPI)
www.memberlink.netIPI provides educational and networking resources to families with substantial assets and their advisors. IPI is neutral, offering no investment recommendations nor consulting services. Membership dues and educational fees are its sole revenue source.
Advisory Board -
High-Net-Worth & Family Offices Committee
Sara Hamilton (chair)
Family Office Exchange LLCDavid Martin
Foster Holdings, Inc.Kathryn M. McCarthy
Rockefeller Trust CompanyPatricia M. Soldano
Cymric Family Office ServicesJeff Thomasson
Oxford Financial Group, Ltd.Complete list of the Trusts & Estates Editorial Advisory Board
