Insights
Notes from the office, written for families.
Occasional essays on the questions families bring to us. We write when we have something worth saying.
Succession · 6 minute read
The second generation is rarely the problem
When family wealth fades, people tend to blame the heirs. More often, the real cause was set in place long before they inherited anything.
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Investment · 5 minute read
Preservation is an active discipline
Keeping capital intact over decades sounds passive. In practice it asks for steady judgement, clear rules and the confidence to do very little when little is needed.
Governance · 7 minute read
A family constitution, in plain language
The phrase sounds formal and slightly intimidating. At heart it is a written agreement about how a family wishes to make decisions together.
By introduction
Would you like to discuss any of this?
If an essay touches on something your family is facing, we would be glad to talk it through with you in confidence.