Force For Knowledge White Papers
We’re all about sharing knowledge. Our staff and partners have deep expertise in a number of topics relevant to family offices and investors. We are pleased to share that expertise via white papers that we will be releasing at regular intervals throughout the year. Our first features a topic important to many family offices, co-investing.
A Co-Investment Guide For Family Offices
Family offices often rely on co-investing as an integral part of their overall strategy. When properly executed, a successful co-investment can lead to outsized returns, introductions to new sectors, and risk mitigation. For CIOs at both single and multi-family offices, co-investing creates opportunities to increase deal flow, diversify holdings, pool due diligence, and leverage different areas of industry expertise to identify winning investments.
Planning A Family Office Retreat
Family office retreats have become a vital tool for managing complex family dynamics, multigenerational wealth, and long-term strategic planning. While these gatherings often take place in beautiful locations and feature luxurious accommodations, their real value lies in creating time and space for intentional conversations about legacy, governance, succession, and shared purpose.
Will Family Offices Outlive Their Fortunes
For centuries, family wealth has followed a predictable pattern: it grows, it peaks, and usually by the third generation, it often dissipates. Studies suggest that 70–90% of family wealth is lost by the time the grandkids come of age, a phenomenon sometimes summarized as “shirtsleeves to shirtsleeves in three generations.” But what happens when life itself last longer than ever before?
If you have a suggestion for a topic for an upcoming white paper, please email Steven Saltzstein and we will do our best to create an episode based on your suggestion.