The leadership of a family and its family office, as well as the interaction between the two, are vital to success. A good leader knows how to build a culture, recruit top talent who fits into this culture, and work toward measurable goals. Not all good managers are good leaders – but family offices need someone who is both. Our research helps to identify the qualities of a good leader that will thrive in the family office setting.
























Additional Resources on Leadership and Culture
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Asian SFOs: Building Capacity to Manage Conflict
Author: Christian Stewart Asian SFOs: Building Capacity to Manage Conflict Conflict among enterprising families is a major issue in Asia today as we see the – first generation wealth creators start to pass on. Most frequently these conflicts seem to arise in Asian business-owning families once they reach the sibling generation. Culture plays a large
May 7, 2020 -
Playing the Long Game: In the Beginning
Author: Matt Wesley Playing the Long Game: In the Beginning… Introduction This is how it starts. Bob and Mary Campbell are sitting in their lawyer’s office doing estate planning. Bob, through hard work, real skill, and some luck has accumulated a substantial fortune. He has lived a rich and full life and built a company
April 23, 2020 -
Playing the Long Game, Part 2
Author: Matt Wesley Introduction Wealthy families are different from ordinary families in at least one very particular way. It is not so much about lifestyle (though that can be an obvious part of it). The biggest difference has to do with the daily realities of living life in relationship to the mechanisms of accumulated capital.
April 23, 2020 -
Online Reputation, Families Beware: Anti-Social Media
Author: Amber Melville-Brown, Withers Bergman and Angelo J Robles,Family Office Association, CEO & Founder Social media and the Internet in general, present an increasing challenge with online reputation for families of wealth. In the past, it was the paparazzi that families had to protect against. In the modern age of quick news-cycles and the prevalence
April 22, 2020 -
Grit: An Important Determinant of Academic and Professional Success
Authors: Stephen Rudin, MD, Cindy Puccio, PhD, MA, LCSW and Matthew Kelly, PhD, MHP In this white paper, experts Cindy Puccio, Ph.D., M.A., L.C.S.W., Matthew Kelly, Ph.D., M.P.H. and Stephen Rudin, M.D. give us insight into grit as a characteristic. What is grit and why is it important? These lessons are important to anyone in
April 22, 2020 -
The Democratization of Art and Its Impact on Family Offices
Author: Mary Elizabeth Klein What do single family offices need to understand about the democratization of art and its impact? In this white paper, expert Mary Elizabeth Klein, CPA/CFO of Littleton Park shares the most important things for a family office to understand about art collecting Expand PDF to fullscreen using arrow icon below White
April 22, 2020 -
Podcast: Working in a Single Family Office with Mark Somers
April 22, 2020 -
Podcast: Behavioral Governance Framework with Don Trone
August 9, 2018 -
Podcast: Path to Potential for Family Offices with Sabrina Sidl
February 9, 2018 -
Podcast: Strong Link or Weak Link?
January 24, 2018 -
Podcast: Family Unity with Gary Shunk
December 28, 2017 -
Podcast: Leadership, Culture & Behavior Insights with Tim Kight
October 26, 2017 -
Podcast: The Service Based Single Family Office
September 21, 2017