Insights
Occasional, unhurried writing on the questions our families actually ask us.
The families who transition capital well tend to start the conversation years before any document is drafted. What that decade actually looks like, and why skipping ahead to the paperwork usually backfires.
Read the piece →A working structure for families who want alignment without inventing a bureaucracy nobody asked for.
Read the piece →What we tell founders who hold most of their wealth in one company, and the quiet risks in waiting too long to diversify.
Read the piece →Three jurisdictions, one family, and the coordination problem that trips up otherwise well-planned estates.
Read the piece →Financial literacy is the easy part. The harder work is preparing a twenty-five-year-old for a board seat.
Read the piece →