Family Office Monthly is our concise newsletter that is published once every 4 weeks and mailed directly to your office or home address. This monthly newsletter series allows you to access the direct advice of our team as well as these industry veterans that we interviewed who have more than 781 years of combined experience, and provides monthly details on family office trends, innovations, and best practices
I have traveled the world working with family offices daily, run the 40,000 member family office association, and just published a book through Wiley & Sons on the industry. To compliment my team’s knowledge of family offices, we also recently recorded phone interviews of 36 audio interviews with single and multi-family office executives from around the world. Many of these experts are CEOs and chief investment officers of multi-billion-dollar single family offices and top-30 multi-family offices.
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