Ensuring that Your Children are Happy and Effective Learners: An Family Office Association Podcast with Dr. Stephen Rudin, Cindy Puccio & Matthew Kelly

In Part 3 of the Family Office Association Podcast Audio Series, Angelo J. Robles is joined by Dr. Stephen Rudin, Cindy Puccio & Matthew Kelly as they discuss ensuring that your children are happy and effective learners. You can either read the transcription or listen to the podcast and learn more.

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Q/A: Strengthening the Family Legacy Through Travel

Strengthening the Family and Its Legacy Through Travel
A Q&A with John Morris, Founder of True Latitudes on Family Legacy and Travel Overview Q: An important element of the lasting success of many affluent families is the regular family meeting. How can combining travel with a family meeting contribute to a more effective meeting, and therefore a more cohesive and lasting family legacy? [...]

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The Power of Family Culture in SFOs

Family Culture in SFOs

Family Culture is an important, and often overlooked aspect of developing a highly functional and successful SFO. In this white paper, Matthew Wesley addresses the power of family culture and creates a guide for understanding its influence on your SFO.

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Creating A Single Family Office to Manage Wealth and Sustain the Family

Creating a Single Family Office

Except for Creating an SFO: While a number of wealth management firms call themselves “family offices,” this white paper focuses on the “Single Family Office” or SFO—a privately-owned and – run wealth management firm developed for one family. Each SFO is as unique as the family who founded it but this white paper outlines best practice considerations.

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