Introducing The 2025 Family Office Operational Excellence Report
Family Office
Ideas
All our ideas
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In Trusts We Trust? | Rethinking trust design to support individual well-being, family flourishing, and the greater good
By Teresa Wells, Brittany Cook & Jill Shipley
Trust and Estate Planning, Family Governance and Education, Impact Investing
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Family Business Governance and Succession
Family Governance and Education
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Founders Forum 2023 | North America - Building the new female ecosystem
By Mike Tiedemann
Markets and Investments
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Oceans: A vast opportunity in climate and biodiversity investing
By Brad Harrison
Impact Investing
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Evolving client needs in the wealth advisory business
Wealth Management
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Industry trends in the wealth advisory business
Wealth Management
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How a new generation of sports and entertainment stars are changing the narrative when it comes to wealth
Family Governance and Education, Wealth Management
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Market Snapshot | November 2023
By Nancy Curtin
Markets and Investments
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From Vision to Venture: Women Leading the Charge in Entrepreneurship
By Teresa Wells
Impact Investing
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Feeding the World Sustainably: The Promise of Regenerative Agriculture
By Brad Harrison
Impact Investing, Innovation Economy
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Market Snapshot | October 2023
By Nancy Curtin
Markets and Investments
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How allocators can help create a more inclusive asset management industry
By Teresa Wells
Markets and Investments, Impact Investing
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Italy’s next generation of wealth holders step up to grow family wealth while they wait for senior leadership roles
By Giorgia Sanchini
Family Governance and Education, Wealth Management
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Quarterly Market Update and Outlook | October 2023
By Nancy Curtin
Markets and Investments
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Quarterly Market Update and Outlook | July 2023
By Nancy Curtin
Markets and Investments
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