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— New Book Release —

Building a Sustainable Family Office

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

Release Date: July 9th, 2024 | Publisher: Greenleaf Book Group

Family offices are the business entities that are created to primarily support a family’s wealth. For reasons explored in the book, family offices often are not successfully passed on from one generation to another, creating a lot of disruption for the family members, the ecosystem of providers, and the broader society which benefits from family office investing and philanthropy.

This book is authored by a family office principal who has experienced the building- and rebuilding- of his family office many times- from an embedded office, to a multi-family office, to a single family office. The book also includes the expertise and perspectives of dozens of other principals and expert service.

Written for both the new and experienced family office principal, Building a Sustainable Family Office provides an “insider’s view” of the opportunities and challenges of building a family office to last.