Rich is founder and managing member of Xylogenesis | Family Office Advisory with 25+ years of legal, business, financial services, and professional service firm experience focused on serving multigenerational families and their business, legal, financial, and personal affairs primarily through their family offices.
Latest Articles
On Family Office ManagementWith individuals living and working longer, and with multiple generations participating in and being supported by the family office, it is becoming increasingly frequent to find three or more generations concurrently active in the family office.
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On Family Office Management
Meetings of family office ownership, boards, committees, leadership and management are usually rich in substantive discussion and complex technical and personal topics. And what is the quickest way to end such a meeting? Discussion that pertains to “insurance” or “risk mitigation.”
On Family Office ManagementFamilies that operate real estate businesses deal with a lot of complexity due to the combination of both business affairs and family dynamics.
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On Succession Planning
For families without formalized governance and without a defined continuity or succession plan, the most frequently asked question by both the next gen (or “rising gen”) and leading gen (or “now gen”) is “how to start the conversation.”
- Family Office Management
The federal Corporate Transparency Act (CTA) may be the catalyst for family offices to finally fully leverage or upgrade their technology platforms.
Within the family office community, it is time to take Sam Walton’s motto to heart and challenge the oft-recited adage, “If you have seen one family office, then you have seen only one family office." Academics, advisors, and families repeat this slogan ad nauseum. But it is just plain wrong.