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4 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...

How to Reduce Your Risk from Low-Basis Stock
Publish Date:
Jun 16 2023

While it might seem like a great position to hold a concentrated position in a low-basis stock that has appreciated over time, it poses several challenges related to investment risk and taxes. Here are some charitable options for lowering your risk while doing the most good with your gains, whether that means giving to a worthy cause, gifting to a ...

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...