Knowledge Hub

Notes for families weighing the decision.

Perspectives on governance, succession and the family office — written for the families making these decisions.

A family member wishes to sell their holding. Valuation, funding and the conversation few families have prepared for.

The considerations against establishing one: cost, key-person risk and the families better served by other arrangements.

How to conduct a rigorous selection process for banks, custodians and administrators.

Salaries, systems, premises and audit: where expenditure falls, and the point at which the commitment is justified.

Why the education of heirs is most effective when it begins early, and what to address at each stage.

It is not a legally binding contract, yet it remains the most valuable document many families ever produce.

The terms are often used interchangeably, yet each governs something distinct. Understanding the difference prevents considerable difficulty.

A family office is, in essence, a small company with a singular client. What belongs within one — and what does not.