Leadership

Family Office Investing – The Road to An Endowment Family offices are often seeded with liquidity derived from the sale of an operating business or a stream of dividends from family-owned operating business. How a family office manages their wealth will determine its longevity. Family offices whose wealth has been generated

Most SFOs draw on the expertise of a variety of outside advisors, including lawyers, accountants, bankers, insurance providers, investment advisors, philanthropic consultants, and information technology specialists, among others. Seeking advice when needed, contracting for services, and coordinating the efforts of these specialists is a major responsibility of the SFO. A

In the past few years, there have been countless articles about China’s growing investment in Mexico. Most of the articles have a similar headline, something along the lines of “China Companies Bypass US Duties By Going Via Mexico" (Bloomberg) or “How Chinese goods dodge American tariffs''

Two days before the year ended, I received a call from the shareholder and CEO of a billion-dollar, third-generation convenience store conglomerate. I could hear the weariness in his voice as soon as he started talking. It was something I had grown to recognize in my years of working with

The rise of globalization, easy traveling among countries and immigration have led to an increase in multi-jurisdictional families. It is not uncommon for families to have members spread out across a number of countries, whether or not on a permanent basis, and that forces practitioners with private clients to be

Families are like trees. Over time, their branches grow and their roots deepen. Some grow tall and strong for hundreds of years, sending seeds to far-flung fields. Others stay small, stifled by shallow ground and a lack of sun. But even the sturdiest tree can fall prey to an unexpected