Insightful articles

As we head into Q4, I’ve spent a lot of time in rooms with Family Offices, investors, wealth managers, entrepreneurs, and others working across private markets. The conversations covered everything from private credit, energy, and AI to succession planning, philanthropy, mental health, and preparing the next generation. But...

As summer comes to a close, one theme continues to surface across my conversations with Family Offices, advisors, investors, and industry leaders: the Family Office itself is evolving. At the Opal Family Office & Private Wealth Management Forum in the Hamptons, conversations moved well beyond investment strategy. We...

Over the past month, I’ve had the opportunity to speak with Family Office principals, founders, advisors, institutional investors, and industry leaders through workshops, conferences, interviews, and one-on-one conversations. Although every discussion was different, many returned to the same themes. How do we prepare the next generation? How do...

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...