Insights matter.

For decades, we’ve known that strong collaboration leads to better business outcomes—more innovation, better decisions and greater fulfillment. The same is true for families. When families take intentional steps to...

Ultra-high-net-worth (UHNW) families, like successful business teams, face complex challenges that require clear communication, strategic decision-making and a long-term vision. Managing family wealth across generations demands not only financial acumen...

How to Establish Trust and Collaboration in a Complex Family System Key Findings Why Is Transparency So Hard? Ultra-high net worth (UHNW) families are defined as families with more than...

The Rise and Evolution of Family Offices In a recent Fortune article, our Chief Investment Strategist, Thierry Brunel, shared his insights on the rapid growth of family offices. Highlighting the...

Considerations for Family Business Succession Our founder, Kathy Lintz, was recently featured in Crain Currency for her perspectives on Rupert Murdoch’s succession battle, the contrasting approach of Warren Buffet, and...

The internet has been abuzz due to a stellar performance by Jerry Jones, long-time owner of the Dallas Cowboys, in the hit series Landman. Apparently, this Emmy-worthy monologue took only...