Pearl, Natasha
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(Article) The essential requirement for wealth preservation is infrastructure - ignore it at your peril
01.03.2019
The author has worked closely with an impressive number of family offices over the years. In this article she explains the major weakness she has seen in a family's ability to retain large amounts of wealth. It is all in the details - and in having solid processes in place. She illustrates with positive and negative cases. The article also outlines ?the systematic process needed to build and strengthen infrastructure, and explains the benefits of a strong wealth preservation infrastructure - improved quality of life, lower risks, fewer surprises, and significantly higher probability of wealth preservation?. Infrastructure, taken for granted and often overlooked, is actually the essential foundation for success. -
(Article) Please help right now! I can't log in ? tech support for the family and the single-family office
01.12.2021
In this article, I will focus on a function that can have a profound positive impact on everyone who is served by a single-family office (SFO), everyone who works in an SFO, and just about everyone else on the planet. Yet, that function is almost always underfunded, neglected or ignored by SFOs. That function is tech support.