Introducing The 2025 Family Office Operational Excellence Report
Family Office
Ideas
All our ideas
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Privilege, Power, and Family Dynamics: Essential Insights from The White Lotus
By Jill Shipley, Harmony Abney & Sara Gallucci
Wealth Management, Family Governance and Education
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Growing Up Wealthy: Breaking the Silence
By Jill Shipley & Harmony Abney
Family Governance and Education
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Planning for the Unthinkable
By Jill Shipley, Brittany Cook & Bruce Brugler
Family Governance and Education, Wealth Management
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Wealth, Capacity, and Mental Health: Bridging the Generational Divides
By Jill Shipley & Andrew Rodger
Family Governance and Education, Wealth Management
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Navigating Conflict in Families Across Generations: More Connects Us Than Separates Us
By Jill Shipley & Harmony Abney
Family Governance and Education
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In Trusts We Trust? | Rethinking trust design to support individual well-being, family flourishing, and the greater good
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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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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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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Succession Planning Essentials: Navigating the Complex Intersection of Family and Business
By Jill Shipley
Family Governance and Education
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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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Custodian or Creator? The many nuances of the “Rising Gen” of Wealth
Family Governance and Education, Wealth Management
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What I Wish I Knew - With Two Unicorn Founders
Innovation Economy, Family Governance and Education
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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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Evolving Attitudes Toward Wealth Around the World
By Jill Shipley
Family Governance and Education
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