Insights
Research that informs the portfolio
Views from our investment desks. House research, written plainly — not advice.
Family Office8 May 2026
The bridge year: managing capital between generations
Three structures we see most often in cross-jurisdictional succession, and the one we would not recommend regardless of how often it appears in a tax memo.
Head of Wealth Planning · 9 min read
Family Office10 min read
Selling the business: the eighteen months that decide the next thirty years
For entrepreneurs approaching a liquidity event, the months before completion matter more than the cheque. A pre-transaction wealth checklist.
11 December 2025
Family Office7 min read
The new philanthropy: structuring giving that lasts
Donor-advised structures and foundations let families give with intention and continuity. We compare the vehicles and the governance that keeps giving aligned across generations.
23 October 2025