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.
Angelo Robles and Lyn Christensen discuss the merits of internal HR for SFOs vs consultancy options in this audio podcast and transcriptions.
Outsourcing SFOs is an increasing trend, but is it the right call for your SFO? This paper explores the pros and cons of outsourcing SFOs vs. building internally.
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.