Our Blog

Somehow it’s July already. The first half of the year has brought a lot of change across the Family Office landscape. Conversations that once centered primarily on investments are increasingly expanding to include governance, succession, trust, and long-term relationship-building. Over the past few weeks, I’ve had the opportunity...

Hi There, As we move into summer, this month’s newsletter brings together conversations and resources centered on one theme: building with intention. From governance and difficult family conversations to strategic outreach, philanthropy, and member-led impact, the strongest relationships and structures are built through clarity, trust, and thoughtful engagement....

There is a lot happening across the Family Office landscape right now, and this month’s newsletter brings together a few of the conversations, events, and resources we think are most worth your time. From storytelling and strategic outreach to women in wealth, philanthropy, and venture, this month’s highlights...

One of the most meaningful aspects of Family Office Access is the ability to bring visibility to work that matters while connecting members with families and investors who share similar values and priorities. We are featuring Melissa Blettner, CEO of Boyd Hollow Resorts, a leader in developing purpose-driven...

A lot is happening across the Family Office landscape right now, and this month’s newsletter brings together a few of the conversations, events, and resources we think are most worth your time.

The challenge Before using Family Office Access (FOA), the team was spending too much time building prospect lists and not enough time talking with advisors and families. There wasn’t a single, reliable place for up-to-date Family Office contacts, so hours went into list creation instead of conversations. “We...