Family governance planning often takes longer than the tax work, Ghazi says
The Ashurst Perkins Coie partner puts an ideal pre-liquidity runway at three to five years, with one to two still productive, and says the governance item is the one without an external trigger.
How 750 entities turned the Kanter family into a family office
Josh Kanter tells FO Pro that Chicago Financial grew out of complexity rather than balance-sheet size, and that simplification became the job.
Family office leaders describe persistent hiring pressure for investment, tax and trust roles
Executives at Michels Family Office, Plante Moran, Bessemer Trust and Deloitte say experienced candidates are hard to find, and some offices want prior family office experience.
RSM survey finds 55% of family offices have no succession plan
Among family offices with a plan, 37% have a formal written document; the rest rely on drafts, verbal agreements or informal arrangements.
Maldonado family council chair Alexander Degwitz on how GEMIS became the family business
The family signed its trust in 2000 and established the GEMIS office two years later, four years into a sell-down of the Venezuelan operating businesses it had built since 1911.