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.
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
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.
