Five Imperatives to an Effective Family Office

It’s amazing how basic each of these five items sound, and yet often one or more are not present in family offices.  The result is frustration by the family, stress in the team, and a high likelihood that families [...]

By |2021-08-09T11:53:20-04:00August 10th, 2021|Categories: Blog, Consulting, Family Office, Outsourced Accounting, Software Solutions, Tom Crotty|Tags: , , , |Comments Off on Five Imperatives to an Effective Family Office

Shifting from a Family Office to a Family Enterprise Mindset

A common mistake made by many high-net-worth individuals and families is failing to treat their family’s financial affairs as a business entity in their own right. Managing the business of the family’s assets is a critical practice that demands [...]

By |2021-09-07T17:08:59-04:00June 22nd, 2021|Categories: Blog, Consulting, Family Office, Outsourced Accounting, Tom Crotty|Tags: , , , , |Comments Off on Shifting from a Family Office to a Family Enterprise Mindset

Creating an Effective Family Office Structure

One of the most important factors in determining the success and effectiveness of a family office is creating a family office structure that supports the family and its objectives. This is typically a personalized decision that addresses several factors [...]

By |2021-09-09T11:15:53-04:00June 2nd, 2021|Categories: Blog, Consulting, Estate & Trust, Family Office, Tom Crotty, Uncategorized|Tags: , , , |Comments Off on Creating an Effective Family Office Structure

Protecting Wealth Through the Use of Family Offices

Family offices act as the heart of a family's operations, doing everything from managing their financial lives to overseeing their investments, paying bills, pursuing philanthropic activities and making travel arrangements. The scope of the family office's operations depends on [...]

By |2020-02-21T14:20:03-05:00February 21st, 2020|Categories: Blog|Tags: |0 Comments
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