
Introducing The 2025 Family Office Operational Excellence Report
Family Office
By Alex Hokanson
Real Estate
By Nancy Curtin
Markets and Investments
Family Office
By Jill Shipley & Andrew Rodger
Family Governance and Education, Wealth Management
By Nancy Curtin
Markets and Investments
By Brad Harrison
Impact Investing
Wealth Management
Markets and Investments
By Joshua Green
Wealth Management
By Jill Shipley & Harmony Abney
Family Governance and Education
By Jennifer Ayer & Steve Aucamp
Impact Investing, Trust and Estate Planning
Markets and Investments
By Teresa Wells, Brittany Cook & Jill Shipley
Trust and Estate Planning, Family Governance and Education, Impact Investing
Family Governance and Education
By Mike Tiedemann
Markets and Investments
of 6