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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Unconventional Thinking Leads To NextGen Success: Three Different Scenarios

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

Family Wealth Report
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The World’s Top Family Enterprise Advisors

Family Capital
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Demystifying Family Office Insurance

Crain Currency
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Thinking with Head and Heart: 'Xylogenesis' and Family Office Advisors

Investments & Wealth Monitor
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How multi-generational real estate families can navigate complexity

Crain Currency
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Deal With Inflections Before They Become Afflictions

Family Wealth Report​​
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Blurred Boundaries: The Complex World of Embedded Family Offices

The Family Office Professional
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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

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. 

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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.