Sustaining Dynastic Wealth
Statistically, 70% of wealthy families lose their wealth by the second generation, and 90% by the third. The cause is rarely poor investment performance; it is a breakdown in communication and a lack of heir preparedness.
The Family Office
For families exceeding $100M in AUM, establishing a Single Family Office (SFO) centralizes investment, tax, and concierge services, ensuring alignment with the family's charter.