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.

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

Family Wealth Report​
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How to have 'the conversation' with next-gen family members

Crain Currency
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Embedded Family Offices: Inherent Risks and Practical Solutions to Mitigate Those Risks

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

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

Advisor Engine
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Why that famous adage about family offices is so wrong

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

Crain Currency
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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
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When Opinions Collide in your Family Business

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.

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Family Business | Episode no. 6

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. 

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What Does It Take to Set Up an Effective Family Office?

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. 

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Future-Proofing Your Family Business

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. 

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Family Office Trends In The US and Europe

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.