Leadership
29 Jun Are you ready to turn uncertainty into growth?
It may seem strange to be talking about growth in these uncertain times. In fact, now is the perfect time. Amongst the havoc wreaked by COVID, it’s been heartening to see some positives emerge from the pandemic: a strive for greater connection; a surge in community...
25 Oct The Rockefellers: A Model for Family Stewardship
“If the values weren’t lived, the words wouldn’t have had an impact,” David Rockefeller Jr. said. “So I think the family has tried its best to live those values, to whom much is given, much is expected.” The Rockefeller family is one of the oldest and...
03 Feb Lead with Confidence
When I coach business leaders, I am often asked to inject some confidence into the person I am coaching. It is not uncommon for a new Executive to have a broad goal of ‘confidence’ as they transition and find their feet. Of course, confidence is not...
21 Dec Holistic Model for Stewardship
We are often asked how a focus on family and the non-financials integrates with traditional wealth advisory roles. Put simply, it is all about the human and intellectual capital. We see these elements as the essence of the family office and the basis for all...
14 Dec From Ownership to Stewardship
Unprepared children can erode family resources far quicker than poor wealth management. Yet we continue to value traditional measures of asset protection over the readiness of our children to lead our families and steward the wealth. Over the past few years, we’ve begun to see a...
