Features
The right reasons – and a big wrong one – for starting a family office
When should an enterprising family seek help? When they’re overwhelmed by complexity, for one.
They thought they were set for life: How a fortune was frittered away
It takes courage for advisors to tell affluent clients they’re living beyond their means. How a Canadian tech entrepreneur went from boom to almost bust in just a few years.
Time to set fire to ‘shirtsleeves’ adage about family wealth, advisors say
Axiom predicting wealthy families are bound to go broke by third generation is flawed and even harmful.
What better expert in family offices than someone who custom-designs them?
Carolyn Cole’s experiences as trusted advisor, parent and service provider make her a go-to consultant in the industry.