A Pivotal Moment for Gulf Family Enterprises
Across the GCC, approximately $1 trillion is expected to transfer between generations by 2030. Globally, only 3% of family businesses make it to the fourth generation. The stakes have never been higher, and the patterns of failure are remarkably consistent. These challenges are not unique to the Gulf. They are common across family enterprises globally, […]
October 2026
The Wealth That Outlasts the Founders
Why multi-generational families fail and the structural fixes that work Here is the uncomfortable truth about dynastic wealth: most of it disappears not because of bad markets, but because of bad family dynamics. The enemy of enduring wealth is rarely a crash or a recession. It is unexamined assumptions, unmanaged emotional conflict, and the attempt […]
October 2026
From Founder to Investor: Helping Founders Turn Business Success into a Lasting Legacy
We sat down with Mary Jo Palermo, Partner in the Private Client Practice at Cambridge Associates, to discuss the unique journey of founders as they transition from building businesses to building enduring legacies. Over a 35 year career investing alongside founders—both within global institutional frameworks and in private wealth and family office settings—Mary Jo has […]
February 2026
Advice for Next Generation Investors
At our NextGen Leaders Connect event, rising-generation family members gathered for discussions about wealth management, entrepreneurship, leadership, and legacy. We were joined by an incredible group of guest speakers who shared insights from their careers, and talked openly about their experiences as wealth creators and inheritors. Download the full report for advice from our panel […]
February 2026
Portfolio Construction: A Blueprint for Private Families
Private investors and wealthy families face distinct portfolio management complexities. Our latest paper details how we build and manage portfolios to meet each private client’s long-term goals.
June 2025
Unlocking New Opportunities for Family Investors Through Private Funds
Direct investments are often the first point of entry into private investments (PI) for wealthy families. In building out their direct portfolios, many families invest exclusively in a particular region, industry, or business sector. Similarly, entrepreneurial families with highly cash-generative operating businesses—or those who have recently sold a business—may have portfolios that are narrower in […]
July 2024
Video: Beyond Direct Investing: Unlocking Potential with Private Funds
For private investors, the diversification offered by private funds—across sectors, geographies, and investment stages—can be a powerful tool for enhancing investment performance. Elisabeth Lind, Managing Director in the Private Client Practice, discusses how a carefully constructed funds portfolio can complement an existing direct investments strategy while significantly expanding the opportunity set.
July 2024
Optimizing Wealth Infrastructure for Families
Many families who have succeeded in building wealth or experienced a major liquidity event find themselves in uncharted territory. This includes families who are thinking through how to separate the management of their finances and investments from those of their company, as well as those who have recently sold a business. In some cases, a […]
June 2024
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