Establishing a Hybrid Family Office to Serve a Multigenerational Family with Ned Rollhaus and Luke Jernagan
Publish Date:
Mar 14 2024
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Topics
- Investment Management (1642)
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- Family Office (1038)
- Family Office Best Practices (966)
- Trust and Estate Planning (850)
- Wealth Transfer Strategies (770)
- Insurance Planning and Coverage (723)
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- Wealth Management (618)
- Family Learning (434)
- Family Philanthropy (426)
- Client Experience and Expectations (414)
- Family Governance (397)
- Philanthropic Mission and Strategies (381)
- Trustee and Beneficiary Duties (374)
- Technology (309)
- Enterprise Families (193)
- Family Journey (169)
- Human Capital (117)
- Investment Strategies (107)
- Family Life Stages (99)
- Family Office Technology Stack (75)
- Family Relations (75)
- Lifestyle Services (73)
- Wealth Planning (72)
- Economic Cycles and Market Outlook (65)
- Regulatory Compliance (62)
- Cybersecurity and Digital Privacy (58)
- Artificial Intelligence and Machine Learning (57)
- Family Engagement in Learning (56)
- Recruiting and Retention (56)
- Risk Assessment and Preparedness (55)
- Tax Planning (52)
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- Rising Generation Education (34)
- Tax and Accounting (33)
- Portfolio Diversification (30)
- Best Governance Practices (29)
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- Family Engagement (28)
- Business Governance (27)
- Digital Disruptions (27)
- Trust Administration and Compliance (27)
- Health and Wellness (26)
- Private Equity (26)
- Trust Structures (26)
- Operations (25)
- Purpose for the Wealth (24)
- Family Sustainability (23)
- Business Strategies (22)
- Donor Intentions (22)
- Family Office Services (22)
- Financial Education (22)
- Responsible Ownership Education (22)
- Roles, Goals, and Metrics (22)
- Types of Family Offices (22)
- Digital Transformation (21)
- Enterprise Mindset (21)
- Family Foundations (21)
- Property Management (21)
- Business Succession Planning (20)
- ESG and Impact Investing (20)
- Intergenerational Relationships (20)
- Complexity and Costs (19)
- Financial Literacy (19)
- Philanthropic Impact Measurement (19)
- Workplace Culture (19)
- Family Values (18)
- Operating Policies and Procedures (18)
- Data Management (17)
- Enterprise Governance (17)
- Family Leadership Succession (17)
- HR Policies and Procedures (17)
- Philanthropic Governance (17)
- Training and Development (17)
- Women and Wealth (17)
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- Family Dynamics (14)
- Family Leaders Development (14)
- Family Office as Risk Manager (14)
- Family Office Design (14)
- Wealth Advisor Relationships (14)
- Asset Allocation (13)
- Family Complexity (13)
- Family Vision (13)
- Strategic Allocation of Capital (13)
- Family Unity (12)
- Financial Planning (12)
- Personal Development (12)
- Personal Finance (12)
- Prenuptials and Marriage (12)
- Workflow and Collaboration (12)
- Board Roles and Responsibilities (11)
- Due Diligence (11)
- Aircraft and Vessels (10)
- Business Resilience and Continuity (10)
- Family Office Benchmarks (10)
- Leadership Skills and Traits (10)
- Ownership Succession and Exit (10)
- Personal and Physical Security (10)
- Philanthropic Administration (10)
- Philanthropic Investments (10)
- Property and Casualty Insurance (10)
- Real Estate (10)
- Advisor Development (9)
- Aging and Eldercare (9)
- Board Operating Practices (9)
- Family Continuity (9)
- Household Staff Management (9)
- Learning Program Design (9)
- Business Values and Purpose (8)
- Crisis Management (8)
- Diversity, Equity, and Inclusion (DEI) (8)
- Governance Structures (8)
- Investment Performance (8)
- Investment Process (8)
- Bookkeeping (7)
- End-of-Life Planning (7)
- Health Insurance (7)
- Investment Managers (7)
- Investment Policy Statement (IPS) (7)
- Parenting and Childcare (7)
- Spouses and Non-blood Family (7)
- Strategic Goals and Metrics (7)
- Venture Capital (7)
- Family Charter or Constitution (6)
- Family Identity (6)
- Performance Management (6)
- Policies and Procedures (6)
- Private Trust Company Benefits (6)
- Regulatory Requirements (6)
- Travel and Leisure (6)
- Values-Based Philanthropy (6)
- Alternatives (5)
- Blockchain (5)
- Board Compensation (5)
- Conflict Management (5)
- Estate Settlement and Probate (5)
- Governance Purpose and Roles (5)
- Profits Interests and Management Companies (5)
- Trustee Selection Process (5)
- Advisor Partnerships (4)
- Alignment of Interests (4)
- Business Vision and Mission (4)
- Donor-Advised Funds (4)
- Employment Policies (4)
- Frontier Investing (4)
- Investment Committee (4)
- Leadership Roles (4)
- Life Insurance (4)
- Parenting Education (4)
- Shared Ownership and Control (4)
- Social Media Risk (4)
- Board Composition (3)
- Career Coaching and Support (3)
- Cash Allocation and Vehicles (3)
- Concierge Services (3)
- Document Management (3)
- Foundation Board Roles (3)
- Grantmaking Process (3)
- Leadership Development (3)
- Leadership Management (3)
- Risk Committee (3)
- Trustee and Beneficiary Relationships (3)
- Board Committees (2)
- Cash Management (2)
- Co-Investing (2)
- Goals-Based Investing (2)
- Leadership Selection (2)
- Personal Safety (2)
- Profiles of Family Types (2)
- Public Securities (2)
- Social Media (2)
- Vendor Management (2)
- Virtual Family Offices (2)
- BillPay (1)
- Board Director Qualifications (1)
- Career Planning (1)
- Credit Monitoring (1)
- Knowledge Management (1)
- Management Succession (1)
- Project Management (1)
- Reputation Management (1)
- Shareholder Agreements and Exits (1)
- Voice of the Wealth Owner (1)
- (-) Risk Management (848)
- (-) Outsourcing vs. Insourcing (14)
Authors/Contributors
- Marsh McLennan Agency Private Client Services (41)
- AIG (40)
- HUB International (39)
- BDO (14)
- Plante Moran (13)
- Foley & Lardner LLP (12)
- Perkins Coie, LLP (12)
- Cozen O'Connor (11)
- Red Five Security (10)
- Family Office Exchange (FOX) (9)
- PURE Insurance (9)
- USI Insurance Services, LLC (9)
- BMO Family Office (8)
- Chubb Personal Risk Services (8)
- Holland & Knight (7)
- Workplace by OS33 (6)
- Grant Thornton LLP (5)
- Risk Strategies Company (5)
- Warner Norcross + Judd LLP (5)
- Kozusko Harris Duncan (4)
- KPMG (4)
- Pitcairn (4)
- Schiff Hardin LLP (4)
- Baker Tilly US, LLP (3)
- Boston Private (3)
- Forvis Mazars Private Client (3)
- Hawthorn, PNC Family Wealth (3)
- Home Care Assistance (3)
- K&L Gates LLP (3)
- Northern Trust (3)
- PwC (3)
- Rehmann (3)
- RSM US LLP (3)
- William Blair & Company, L.L.C. (3)
- Wilmington Trust (3)
- 360 Privacy, LLC (2)
- AIG Private Client Group (2)
- Baird (2)
- BKS Partners (2)
- BlackCloak (2)
- Koley Jessen P.C., L.L.O. (2)
- Lutz (2)
- McDermott, Will & Emery (2)
- Sage Intacct, Inc. (2)
- Schiller DuCanto & Fleck LLP (2)
- SEI (2)
- TEAM Risk Management Strategies (2)
- The Chertoff Group (2)
- The Cincinnati Insurance Company (2)
- Tolleson Wealth Management (2)
- Wolf & Company, P.C. (2)
- Aberdeen Asset Management Inc. (1)
- Accordant Global Partners (1)
- Agreus Group (1)
- Armanino (1)
- Ascent Private Capital Management of U.S. Bank (1)
- BakerHostetler (1)
- Baker Tilly (1)
- Ballentine Partners, LLC (1)
- BARETZ+BRUNELLE (1)
- BPM LLP (1)
- Cambridge Associates, LLC (1)
- CIBC Atlantic Trust (1)
- Corporate Value Metrics, LLC (1)
- Crystal, the Private Client Group of Alliant (1)
- Eton Solutions (1)
- EverStream Capital Management (1)
- Forward Systems, LLC (1)
- FTI Consulting (1)
- Glenmede (1)
- Greensfelder, Hemker & Gale, P.C. (1)
- Gresham Partners LLC (1)
- Hemenway & Barnes LLP (1)
- IBM Watson Financial Services (1)
- IFO Group, LLC. (1)
- I Think Security (1)
- Jensen Hughes (1)
- K2 Intelligence, LLC (1)
- Kobre & Kim LLP (1)
- LGT Vestra (1)
- Maestro (1)
- Mahler Private Staffing (1)
- Marsh & McLennan Agency LLC (1)
- MASTTRO (1)
- Matter Family Office (1)
- MicroStrategy, Inc. (1)
- Novack and Macey LLP (1)
- NTT Security (1)
- Point Field Partners, LLC (1)
- Private Wealth Systems (1)
- Pulver Metsch LLC (1)
- Security Pursuit (1)
- SEI (UK) (1)
- Sheppard, Mullin, Richter & Hampton LLP (1)
- South Dakota Trust Company LLC (1)
- Trove (1)
- UMB Family Wealth (1)
- Wellspring Associates (1)
- Willamette Management Associates (1)
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