Lisa Quateman: From Vacant Land a Family Office Blooms

Lisa Quateman traces her family office to vacant land that became a multigenerational real estate portfolio. Today, she leads Belldale LLC, balancing asset management, governance and NextGen engagement.

Is a Private Trust Company the Right Choice?

Families facing trustee succession often consider forming a private trust company — but the structure isn’t right for everyone. Experts say families must weigh goals, governance structure, staffing, cost and culture before moving forward.

Deal Round-Up: Family Offices Make Moves in Energy Infrastructure, Media and Industrial Services

Family offices have continued deploying capital and executing strategic transactions across energy infrastructure, media and industrial services in recent weeks.

FAMILY OFFICE + FAMILY BUSINESS

Sign up for FO PRO: The Family Office Professional. FO PRO connects family office leadership with the family.

Is a Private Trust Company the Right Choice?

Families facing trustee succession often consider forming a private trust company — but the structure isn’t right for everyone. Experts say families must weigh goals, governance structure, staffing, cost and culture before moving forward.

Deal Round-Up: Family Offices Make Moves in Energy Infrastructure, Media and Industrial Services

Family offices have continued deploying capital and executing strategic transactions across energy infrastructure, media and industrial services in recent weeks.

Lisa Quateman: From Vacant Land a Family Office Blooms

Lisa Quateman traces her family office to vacant land that became a multigenerational real estate portfolio. Today, she leads Belldale LLC, balancing asset management, governance and NextGen engagement.

FAMILY OFFICE + FAMILY BUSINESS

Sign up for FO Pro: The Family Office Professional — the leading information source for family office leaders and the families they serve.

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