Single- and multi-family office principals on allocation, direct deals, governance and the next generation. Selected by our editors.
20 videos and podcasts · new this week: 6
For family office professionals and advisors, the episode focuses on the non-financial side of succession: how values, relationships and purpose are passed to the next generation. It also offers guidance on building stronger partnerships and facilitating transitions across generations.
The episode frames care planning as an often-overlooked family office responsibility and describes how the executives at the June clinic shifted their thinking on it. It gives advisors and family office staff a case-based view of where care transitions go wrong and what distinguishes families who handle them well.
For family office staff and advisors, the discussion frames travel as a possible engagement and education tool rather than only recreation, and describes a planning framework families can use. It is relevant to those working on rising-generation engagement and shared family purpose.
For wealth professionals serving ultra-high-net-worth families and family offices, the episode outlines a proactive risk framework and notes that insurance is only one component. It also points to governance, self-insurance and checklists as part of a broader risk toolkit.
New manager videos, podcasts and our own family offices stories on My Desk and in your morning edition.
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