The Missing Link: Why Family Offices Struggle Without a COO
You have the vision, but nothing moves unless you push it. For single-family offices, that gap between vision and execution is what a Chief Operating Officer exists to close. This paper will help you decide if you need one.
Finding Leverage in the Family Office: Chief of Staff or Not?
With $124 trillion set to transfer across generations, the infrastructure for good decisions has never mattered more. A framework for diagnosing where leverage is breaking—and what type of hire will fix it.
Liquidity planning is a priority - but who's doing the work?
Nearly half of family offices say liquidity planning is a top priority. But as portfolios grow more complex and alternatives-heavy, many are discovering they don't have the people to actually do the work.
Life is too short for data entry - until it's not and reporting breaks.
Most family offices are organized around core competencies: investment management, tax planning, estate work. What's missing is the operational layer - data integrity, system hygiene, reporting discipline. No one owns making the machine work.