Resources:
Insightful Articles and Podcasts Featuring Xylogenesis®
Explore these articles and podcasts to gain access to our expert perspectives, understanding of industry trends, and thoughts on family office strategies that are helping to create and maintain lasting family wealth and legacies.
- Articles
- Podcasts

High Performing Family Offices: Thinking About “Me” As Much as “We”
Family Wealth Report

The family office next-gen sandwich: Keeping generations together
Crain Currency

Unconventional Thinking Leads To NextGen Success: Three Different Scenarios
Family Wealth Report

Unlocking Potential Family Office Boards: The CHRO – It’s All About People
Family Wealth Report

Thinking with Head and Heart: 'Xylogenesis' and Family Office Advisors
Investments & Wealth Monitor

How multi-generational real estate families can navigate complexity
Crain Currency

Deal With Inflections Before They Become Afflictions
Family Wealth Report

Blurred Boundaries: The Complex World of Embedded Family Offices
The Family Office Professional

Adaptive Governance For “New Wealth” vs “Old Wealth”
Family Wealth Report

How to have 'the conversation' with next-gen family members
Crain Currency

Embedded Family Offices: Inherent Risks and Practical Solutions to Mitigate Those Risks
Family Wealth Report

Toxic Loyalty in Family Offices: Risks, Practical Solutions TO Remain A Healthy, High-Performing Organization
Family Wealth Report

How RIA’s Non-Traditional Hiring Practices Are Creating A Diverse Talent Pool in Wealth Management
Advisor Engine

What you don’t know matters! Family Offices preparing for the Corporate Transparency Act
Crain Currency

Why Almost Every Family Office Employee Is Getting a Fat Raise in 2023
Institutional Investor

Transparency is Needed When Selling a Family Business
Smart Business Dealmakers


Rich Wolkowitz joins the Family Office Exchange podcast to offers some practical pointers and suggestions for family leaders and family members who find themselves stuck and want to “right the ship” as they steer the family enterprise forward.

There are three common fears that prevent family business leaders from effectively navigating colliding opinions in the business. I talk about all of them in this video.
Today we have a special episode focused on the intersections of family legacies, wealth, succession, and business operations as well. Family business is a subject close to my heart and all of yours and I'm excited to delve into these topics with our esteemed guest today. We welcome Richard Wolkowitz on the audiocast today. Richard, nice to have you here.
In this episode, Richard Jason Wolkowitz discusses how the family office concept has evolved over the years. He focuses on three main areas: existing single-family offices, embedded family offices within operating companies, and concept family offices that are formed to protect newly acquired wealth. Rich also explains how embedded family offices can blend business assets and personal assets, which can lead to problems if not appropriately managed.
In this episode, Richard Jason Wolkowitz discusses how the family office concept has evolved over the years. He focuses on three main areas: existing single-family offices, embedded family offices within operating companies, and concept family offices that are formed to protect newly acquired wealth. Rich also explains how embedded family offices can blend business assets and personal assets, which can lead to problems if not appropriately managed.
In this episode, Richard Jason Wolkowitz discusses how the family office concept has evolved over the years. He focuses on three main areas: existing single-family offices, embedded family offices within operating companies, and concept family offices that are formed to protect newly acquired wealth. Rich also explains how embedded family offices can blend business assets and personal assets, which can lead to problems if not appropriately managed.