Family Office Dynamics

Helping Families Find Purpose

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

Putting the ‘Family’ Back in ‘Family Office’

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.

How the Vermeer Family Office Engages the Family

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.

Behavioral Science Sheds Light on Tricky Family Enterprise Issues

Lessons from behavior science for family offices: Broadly speaking, trust is built on three pillars: honesty (are you telling the truth?), ability (do you know what you’re doing?), and benevolence (are you acting in my best interest?). The most important part is benevolence.

Fund Operating Companies or Make Passive Investments?

The 7th-generation Dickinson Group had decisions to make. Here's how they did it.