Insights

Ideas about heritage, government and legacy

Reflections, frameworks and lessons learned from our work with business families. Written for those who think about the next generation.

What type of Family Office does your family need? Key considerations for choosing the right structure

As a family business grows and wealth becomes more sophisticated, entrepreneurial families inevitably face a new challenge: managing increasing financial and organizational complexity. What may once have been handled with...

4 key points for talking to your children about inheritance

Do you think it’s time to talk to your children about inheritance? Addressing this topic isn’t easy, but there are several key points that can help you do it properly....

What are the main functions of a Family Office?

Las funciones de un Family Office van mucho más allá del asesoramiento financiero; un Family Office es un servicio ofrecido por una persona o entidad cuyo objetivo es ayudar a...

What is a Family Bank and how does it help families?

A Family Bank is a concept related to the management, preservation, and protection of a family’s assets. It can be useful for acquiring real estate, starting new businesses, or investing...