Family Office Dynamics

Jessica Millstone: Working to Boost Women in Investing

Millstone Investments co-leader Jessica Millstone discusses how a lack of female role models shaped her path to heading up a family office, where she now champions women’s confidence in investing through experience, community and stepping into decision-making power.

‘Meaning Beyond Us’: Opening the Conversation About Spiritual Capital

What is the least discussed type of family capital? It may be spiritual capital — which many families find difficult both to define and to talk about.

Preparing for the Next Generation: 2026 Succession and Governance Priorities for Family Offices

In 2026, family office leaders say they're focusing on rising generation engagement, leadership transitions and governance modernization.

From Harvesting to Planting New Seeds: The Evolution of a Family Enterprise

Fourth-generation family office leader Philip Benjamin believes families must continuously “plant new seeds” to stay healthy.

Defining ‘Family’ Can Be Harder Than It Appears for a Family Office

Who is part of the family that the family office serves? Chris Dickson, senior manager of Family Office for RSM US LLP, explains why this is an important — and surprisingly complex — question.