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Family Meeting

‘Let the quiet ones speak and the loud ones quiet down’: How to stage a family meeting

Family meetings can be facilitated in the family dining room, the office boardroom, hotel conference rooms and even private castles in Scotland.  Choice of facilitator and setting can keep get-togethers from devolving into the same old, same old Diane Jermyn…

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The human factor: How organizational psychologists can help to preserve and grow family wealth

A chief learning and development office can complement the role of a traditional family office. Peter Kenter  • Canadian Family Offices Important roles for a family office: lawyers, accountants, investment advisors, portfolio managers… organizational psychologists? Increasingly, enterprising families are appreciating the benefit…

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Five things that can go wrong at the family office

We asked leaders to point out pitfalls that can harm the client relationship. Depending too much on specific individuals, either within the family or the family office, is one thing that can cause disruption if that individual dies or retires. …

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What does success look like at the family office? Execs weigh in

Easy-to-measure factors don’t cut it. It’s the intangibles that spell success or failure. Family offices aim to simplify things for families so they can navigate tough emotional and financial conversations. Kathy Kerr  •  Canadian Family Offices Defining success for a firm as…

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Giving a big inheritance? Don’t neglect to prep the recipient

It’s counterintuitive, but high-net-worth beneficiaries can feel unprepared to handle a rush of wealth. Having conversations with recipients sooner rather than later can help you decide when it’s most appropriate to pass on a legacy. David Israelson • Canadian Family…

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Councils help families ease into more formal governance

Meetings also promote unity and keep family members from ‘heading off in all kinds of different directions’ Cindy McGlynn  •  Canadian Family Offices Benevolent dictatorship models of family governance are popular, often by default. But by the time a family business involves…

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Next-geners may not have family clout to drive ESG investing

More interest but uneven uptake of environmental and socially responsible investing among ultra-high-net-worth investors.

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The worst strategy for coping with blended families: Hope it goes well.

We had the great pleasure to be interviewed by Augusta Dwyer from canadianfamilyoffice.com. Please enjoy her article: The worst strategy for coping with blended families: Hope it goes well.

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Tensions between families and their own family offices are rife – could a chief learning & development office help?

Tensions between families and their own family offices are rife

We had the great pleasure to be interviewed by Michael Foster from Family Capital. Please enjoy his perspective on our conversation as it pertains to the role of chief learning and developement office.

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