Do family offices ever fail? Yes, they do. The reasons behind many failures involve family dynamics, in which generational and other differences create tensions and challenges. However, there is another… CONTINUE

In business, it’s all about the bottom line. There are several factors that affect that bottom line, and an effective business leader will monitor them all. One of the most… CONTINUE

More than a few economists are now predicting a recession in late 2022 or in 2023. Then again, others say a downturn will be averted. Either way, most people think… CONTINUE

Back in the old days, when the holy grail of an integrated investment ledger and general ledger was just a dream, a family office had to cobble a system together… CONTINUE

Building, retaining, empowering, and optimizing teams is perhaps one of the biggest challenges facing any organization. Without good people who have the knowledge and tools to excel at their jobs,… CONTINUE

Islands can be ideal vacation destinations. However, data islands (or data silos) cause significant problems when managing a family office. Created by using the wrong tools and work processes, data… CONTINUE

The idea of machines overthrowing and displacing humans has long been feared. This fear dates to at least 1872 in Samuel Butler’s literary work Erewhon. Then, machines were mere metal… CONTINUE

Across multiple surveys of family office software users, cybersecurity is consistently the single most important and commonly identified item of concern. The potential breach of the family office IT system… CONTINUE

“Tailor-made” is a popular expression that suggests a great fit for a given need or situation. A great fit can be fantastic if achieving that right fit doesn’t require exorbitant… CONTINUE

Introduction Charles Darwin wrote that the strongest and most intelligent members of a species are not the ones that survive. Instead, the strongest and most intelligent ones are those “most… CONTINUE