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Perspectives

How to create meaningful impact through philanthropy

By Karen Kardos

Many philanthropic foundations create impact but can achieve more. We explore how one conversation may help...

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Debunking social investment myths

By Edward V. Marshall

We explore some of the most common social investment misconceptions to help family offices assess the pros and...

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What makes a successful family office CFO?

By Edward Marshall

We explore some key attributes of great family office CFOs

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How family offices can use family banks to encourage innovation

By Edward Marshall

Family banks provide wealthy families the opportunity to fund projects that instil family values and culture,...

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What makes a successful family office CIO?

By Edward Marshall

We explore some key success metrics for family office CIOs. 

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Protecting the privacy of the world’s wealthiest families

By Edward Marshall

How family offices can identify, mitigate, and manage privacy and reputational risks

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Family offices' fight against ransomware

By Edward Marshall

Family offices can make particularly attractive targets for ransomware criminals. We explore how to defend...

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Counting the costs of running a family office

By Stephen Campbell

While cost is a highly important issue when assessing family offices, it should always be viewed in context of...

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What makes a successful family office CEO?

By Edward V. Marshall

We explore some key success metrics for family office CEOs

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Strategic and governance insights for family offices

By Edward Marshall

We released a new report exploring family office organizational design, strategy, and governance.

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