Best Practices

Trust Considerations: Naming Trustees

Jen Proper, managing director of wealth strategies for Pitcairn, discusses the issues families should consider when naming trustees for their trusts.

When and How Should Family Offices Become More Cost-Efficient?

Hugo King-Oakley is head of private markets and community for GPFO (Global Partnership Family Offices), which regularly asks its members what issues are top of mind for them. He discusses one of the current hot topics: how family offices can become more cost efficient.

Compiling Better Data for Better Decision Making

Kevin Reed is chief revenue officer of Aquilance, a provider of bookkeeping, bill payment and entity accounting services to family offices. He discusses advances in these services and how they can help family offices.

When a Family’s Growth Outpaces Its Wealth

What happens to family offices when families expand but their wealth does not? Two Pitcairn executives — Andy Busser, president of family office, and Jen Proper, managing director of wealth strategies — discuss how they are seeing family offices tackle this challenge.

Choosing a Location for the Family Office

Hugo King-Oakley, head of private markets and community for GPFO (Global Partnership Family Offices), discusses what he hears from GPFO’s members about choosing a home base for the family office.