Étiquette : Family governance
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When Greed Fuels Risk
A Pirate’s Tale When working in wealth management, family offices, or luxury services, one quickly observes two distinct profiles among professionals and leaders. You’ll forgive me for borrowing from maritime vocabulary: there are pirates, and there are captains. Pirates are primarily motivated by immediate personal gain. They excel at identifying and exploiting tensions, governance gaps,…
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The Power of Love
How to make room for it and promote it in the Family Office This is probably not the favorite topic among professionals in the field, and yet, love is indeed present in our lives ; and hopefully, at the heart of our families. Therefore, once we view the family office as a servant of the…
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Keeping things simple in a complicated world
Complexity is definitely a pain point for any organization, and it is a true challenge for a Family Office. In an environment where complexity often multiplies naturally, the pursuit of simplicity can become a strategic advantage. One of my favorite quote describes perfectly my philosophy about it : “Perfection is Achieved Not When There Is…
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Nothing to lose and All to gain
How family offices can promote this mindset when, in fact, there is actually a lot to lose? During the last weeks, I have been hearing this phrase a lot : « You have nothing to lose! » A few days ago, I read a post on LinkedIn from successful tech and real estate entrepreneur Jonathan Anguelov about…
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Resilience in the Family Office
You may never have to experience hard times yourself. But if you build the appropriate knowledge base and pass it on to others, and encourage them to do likewise, it is likely that sooner or later, to someone somewhere over the next thousands years, that knowledge will matter. Carol Deppe – The Resilient Gardener If…
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Money & Power, a « complicated » relationship?
Working with HNWI and families for years, I was faced with the topic of power very early, as power, it seems, is inherent in money. In the family office space, it is rather mandatory, or highly recommended, to ask the question of the representation of money and wealth to the family. What does wealth represent…
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Trust in the Family Office
From fear to peace of mind Could trust be the magic ingredient to shift our focus from uncertainty and doubt, to stability and assurance? In the context of a family office, trust certainly plays an essential role in moving us from fear to peace of mind. Given the complex financial, emotional, and interpersonal dynamics in…
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Using Maslow’s Hierarchy of Needs in the family office
How to understand the hierarchy of human needs, and integrate the concept into the working place? Have you already heard about the pyramid or hierarchy of needs by Maslow? Written by Abraham Maslow, an american psychologist, in 1943, the theory presents a framework suggesting that human motivation stems from a hierarchy of five fundamental categories:…
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Defining your family values
A first step to instill vision for your family office A successful family office strategy requires clarity and distinctiveness at the core of operations, defining and aligning on a shared future purpose among family members (often across multiple generations with diverse perspectives and motivations), relentless leadership, a strong focus on operations, detailed execution and a…
Elodie Rojas 