April 26, 2016 / by Family Office Association Support /
In part 2 of Playing the Long Game, Matt Wesley focuses on the End Game and the different ways get there. Cook the goose and serve it? Care for the goose and enjoy the eggs? Or use the eggs to buy more geese?
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Risk Management Best Practices
May 25, 2018 / by Family Office Association Support /
Sam Won, Managing Director, GRMA will provide family offices with a better understanding of the key elements that constitute sound and institutional quality risk management.
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Online Reputation, Families Beware: Anti-Social Media
October 28, 2016 / by Family Office Association Support /
Leading expert, Amber Melville-Brown of Withers Bergman shares her insights in online reputation management for families of great wealth – from social media guidelines to damage control solutions.
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Single Family Offices Best Practices Checklist
August 9, 2016 / by Family Office Association Support /
The 40-page Single Family Offices Best Practice Checklist is an actionable guide to evaluating your SFO on an annual basis.
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Playing the Long Game, Part 2
April 26, 2016 / by Family Office Association Support /
In part 2 of Playing the Long Game, Matt Wesley focuses on the End Game and the different ways get there. Cook the goose and serve it? Care for the goose and enjoy the eggs? Or use the eggs to buy more geese?
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Playing the Long Game: In the Beginning
April 26, 2016 / by Family Office Association Support /
Matt Wesley tells the story of “Bob and Mary Campbell”, a couple who worked hard for their wealth and want to pass it on to their children and grandchildren in a responsible way – one that doesn’t lead to ‘trust fund babies’ or dissension.
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Family Office Succession Success
April 26, 2016 / by Family Office Association Support /
Kirby Rosplock and Barbara Hauser discuss how to create a succession plan – the pitfalls to avoid and the secret to success.
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The Problem with SFO Succession Planning
April 26, 2016 / by Family Office Association Support /
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Playing Ball on Running Water – The Strategic Importance of Human Resources for SFOs
March 18, 2016 / by Family Office Association Support /
Matt Wesley, Dana Green and John Wong explore the emerging trends in human resources for SFOs with a focus on the top 3 paths family offices are taking.
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The Intersection of Leadership, Stewardship and Governance: An Family Office Association Podcast with Don Trone
March 18, 2016 / by Family Office Association Support /
In Part 4 of the Family Office Association Podcast Audio Series, Angelo J. Robles is joined by Don Trone as they discuss leadership, stewardship and governance. You can either read the transcription or listen to the podcast and learn more.
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Family Unity – How do you Create it and How do you Sustain it?: An Family Office Association Podcast with Gary Shunk
March 18, 2016 / by Family Office Association Support /
In Part 13 of the Family Office Association Podcast Audio Series, Angelo J. Robles is joined by Gary Shunk as they discuss family unity. You can either read the transcription or listen to the podcast and learn more.
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