Introducing The 2025 Family Office Operational Excellence Report
Family Office
Ideas
All our ideas
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Market Snapshot | September 2023
By Nancy Curtin
Markets and Investments
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Just in Case…A Plan for the Unexpected
By Jill Shipley & Harmony Abney
Family Governance and Education
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Catalyzing Climate Finance: The Russell Family Foundation Case Study with Carbon Direct
By Brad Harrison
Impact Investing
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Custodian or Creator? The many nuances of the “Rising Gen” of Wealth
Family Governance and Education, Wealth Management
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Market Snapshot | August 2023
By Nancy Curtin
Markets and Investments
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Market Snapshot | July 2023
By Nancy Curtin
Markets and Investments
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Insurmountable challenge or acceptable evolution? A history of ESG
Wealth Management, Markets and Investments
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How the SFDR will disrupt the ESG landscape
Impact Investing, Markets and Investments
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What I Wish I Knew - With Two Unicorn Founders
Innovation Economy, Family Governance and Education
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Market Snapshot | June 2023
By Nancy Curtin
Markets and Investments
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Beyond the Drama: What HBO’s Succession Can Teach Us About Family Governance
By Jill Shipley
Family Governance and Education
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Generative AI – Our Thoughts on Investment and Macro Implications
By Nancy Curtin
Markets and Investments, Innovation Economy
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Market Snapshot | May 2023
By Nancy Curtin
Markets and Investments
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In Conversation: Family Office Trends
Family Office
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In Conversation: Catalytic Investing
By Teresa Wells
Impact Investing, Innovation Economy
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