Your Heirs Do Not Need to Know the Number. They Need to Know the Structure
Future heirs need a clear map of the assets, ownership, liquidity, advisers and decision rights they will eventually inherit.
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Family Offices
Global insights, strategies, governance models, and innovations shaping modern family offices managing multi-generational ultra-high-net-worth wealth.
KPMG 2026 US Family Business Report: Family Owned, Professionally Run
Family owners will need stronger governance, clearer reporting and tighter capital decisions as professional managers take over more of the business.
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A Foundation Can Preserve The Wealth And Freeze The Wrong Decisions
A family foundation can protect wealth for generations, but rules written today may leave future boards enforcing decisions long after the assumptions behind them have changed.
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What Changes When A Family Office Starts Managing Outside Capital?
Managing outside capital changes a family office from a private investment vehicle into an institution with new obligations around governance, reporting, conflicts and accountability.
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When a Family Office Should Build Its Own Private-Equity Team
Family offices are hiring private-equity professionals to build direct-investment teams, but the model only works when deal flow, governance and incentives justify the permanent cost.
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The Family Office Guide: Structure, Investments, Governance and Succession
A family office brings investments, ownership, liquidity and succession under one structure, with the operating model shaped by the family’s assets, complexity and need for control.
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Family Office Risk Often Begins With An Ordinary Invoice
Family offices can lose money far from the investment portfolio, with altered invoices, weak approval controls and fragmented payment processes turning routine transactions into a source of risk.
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Family Offices Are Becoming More Serious About Private Credit
Family offices are turning to private credit for contractual income and stronger lender protections, while accepting the trade-off in liquidity, complexity and borrower risk.
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The Family Office Needs An Operating Reserve Too
The concept of an operating reserve is critical for family offices, allowing them to manage wealth with greater stability. This article explores the necessity and benefits of maintaining such reserves.
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Why Sports Teams Are Becoming A Family Office Asset
We examine how family offices are changing the way they invest, govern risk and manage liquidity as private markets and new technology reshape the operating model.
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