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Because wealth often creates shared assets, joint decisions are required. And not infrequently, the children of wealth may not be as financially motivated as were earlier generations. In this white paper, the authors discuss strategies to establish governance practices to help families preserve both wealth and family harmony – and create a meaningful legacy.

The authors discuss Exchange Traded Funds (ETFs) - what purpose they serve, why demand for ETFs has grown, and the author's position on the use of these products. Also covered are how ETFs have evolved in recent years, examination of their risks and consideration of some unintended consequences that may result from their design that have implications for the market as a whole.

In his latest research study, Dennis Jaffe and research contributors from Family Business Network, Family Office Exchange, and Stetson University’s Family Enterprise Center interviewed 38 families that have managed to overcome the adage “shirtsleeves to shirtsleeves in three generations.” The report discusses the generational stages in the development of the family enterprise and includes 19 vignettes of family member refle

This article provides pointers to younger generation family members about how to build the confidence necessary to make decisions involving being more independent from the family such as deciding whether it's time to move out of the family home, to go to college, or to move into a residence of their own.

This article discusses the different roles an investment consultant plays in providing services to your foundation:Investment Partner Fidicuary Advisor Educator Administrator, andPhilanthropic SupporterA checklist of questions to ask a prospective investment consultant is provided.

As part of the "10 Things You Didn't Know You Could Do With Your Foundation" series, four approaches to impact investing are discussed:Community InvestingSocially Responsible InvestingProgram-Related InvestingSocial Venture Capital Investing

Secondary investments in private equity can be an attractive addition to primary private equity investments. They offer broad diversification across vintage years, industries, geographies, managers and investment strategies. Generally, capital is deployed faster than with primary commitments, reducing the time that commitments are held in reserve, and they have shorter life cycles than primary funds.

A software consultant to financial services firms provides some food for thought about the extensive use of custom built Excel-based applications. The article touches on reasons why the use of Excel may be hurting your advisory firm or family office, reasons to review your existing Excel applications in use and whether you should consider other options.

Over the past few years, investors have been keenly drawn to strategies that promise to lower equity portfolio risk. This article examines one popular low-risk strategy, minimum variance, which optimizes a basket of stocks to deliver the lowest possible portfolio variance.

There is no perfect system or framework for investing, nor can any investor follow any system in a perfectly disciplined way. Goals-based investing, however, is a better approach than most in helping investors stick to their investment diet, reach their target and maintain their financial “weight” over time.