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6 results found
SFO by Design: Equipping the Family Office to Meet Changing Demands
Publish Date:
Apr 24 2019

A family office is structured by default rather than by design. In most cases, it is set up to serve the immediate needs of the founder and a limited number of family members. As the family grows, mandates change. How do you ensure that the family office is equipped to handle these new demands? Do you outsource? Partner? Expand?Join us for an in-de...

Planning for Parenthood Financial and Estate Planning for Newborns
Publish Date:
Jul 06 2022

In preparing for the birth of his daughter, David Slover developed a to-do list each parent should think about executing. Topics shared include Last Will and Testament, Financial and Healthcare Powers of Attorney, Living Will, Life Insurance Policies and Retirement Accounts.

The Talent Trifecta: Recruiting and Retaining the Right Single Family Office Employees
Publish Date:
Jun 13 2023

Finding the right single family office (SFO) talent takes time and preparation. With the right approach and a strong network of supporting expertise, it is possible to find the right leader who captures that rare trifecta of SFO talent needs: (1) technical acumen in investments, legal structures, and accounting; (2) strong interpersonal skills incl...