Family Office Dynamics

Families undergoing generational transitions must carefully consider whether they truly want to continue investing together, beyond just financial incentives, by identifying shared values and goals that justify the collaborative effort of maintaining a family office. Trusted family office professionals can play a key role in fostering alignment, communication, and engagement, especially by emphasizing emotional, educational, and legacy-driven reasons for unity across generations.

Scott Peppet discusses the issue of whether to tie family members to the family office.

The human side of wealth has two dimensions: the internal and the external.

What do you do when the family office feels disconnected from the family? Mark Tepsich, executive director at UBS, offers some tips on getting family members — particularly, NextGens — involved in the family office and fostering better communication among them.

Vermeer Corporation’s family office leader works to make it “actually enjoyable” for family members to engage with the family office. Ryan Agre outlines his approach.