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Building a Sustainable Family Office

An Insider’s Perspective on What Works and What Doesn’t

Publisher: Greenleaf Book Group

Family offices are the business entities that support a family’s wealth. These entities often struggle to pass from one generation to the next — creating disruption for family members, advisors, and the broader ecosystem that benefits from family office investing and philanthropy.

Written for both new and experienced family office principals, Building a Sustainable Family Office offers an insider’s view of the opportunities and challenges involved in building an office that endures.

The author has experienced the building — and rebuilding — of his own family office many times. His experience, together with the perspectives of dozens of other principals interviewed for this volume, provides a compelling map for families seeking to shape their legacy for this generation and beyond.