Insights
2024
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Author,
“The Evolving Risk Landscape for Family Offices Survey Report”,
Dentons Family Office and High Net Worth,
May 13, 2024
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Author,
"There Is No Such Thing As A Family Office – Part 2",
Family Wealth Report, January 16, 2024
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Author,
"There Is No Such Thing As A Family Office – Part 1",
Family Wealth Report, January 15, 2024
2023
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Host,
"Episode 42: Restructuring and insolvency issues that family enterprises face in the tumultuous 2023 economy",
Dentons Podcasts, April 11, 2023
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Host,
“Episode 41: Aligning family office expectations and assumptions among family members impacted by varying cultures”,
Dentons Podcasts, February 27, 2023
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Co-author,
“2023 Primer On Risk Management For Family Office Direct Investments”,
Family Wealth Report, February 13, 2023
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Author,
“Family Office Direct Investing Survey Report”,
Dentons Family Office and High Net Worth, January 9, 2023
2022
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Host,
"Episode 40: Checks and balances in protecting the family office position during fund or direct investment",
Dentons Podcasts, December 22, 2022
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Host,
"Episode 39: Customizing technology, reporting, and structures for family offices",
Dentons Podcasts, December 12, 2022
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Host,
"Episode 38: Aligning profit, philanthropy and priorities for both current and NextGen family members",
Dentons Podcasts, November 22, 2022
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Host,
“Episode 37: How family offices can navigate the art and collectibles market,”
Dentons Podcasts, October 25, 2022
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Moderator,
"Wealth And Wellness: What UHNW Families Should Know About Accessing High-Quality Healthcare",
The UHNW Institute, September 29, 2022
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Host,
"Episode 36: Successfully navigating family office conversations on transitions, motivations and expectations",
Dentons Podcasts, September 12, 2022
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Host,
"Episode 35: Hiring and retaining talent in family offices",
Dentons Podcasts, August 23, 2022
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Host,
"Episode 34: Defining family office success for the NextGen",
Dentons Podcasts, July 13, 2022
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Host
“Episode 33: Private aviation considerations for family offices”,
Dentons Podcasts, June 8, 2022
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Co-author,
“14 Tips to Help Business Owners Successfully Exit Their Business”,
Dentons Insights, May 26, 2022
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Moderator,
"A Special Leaders Council Event - Disaster Philanthropy: Making an Impact in Times of Crisis",
The UHNW Institute, May 18, 2022
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Host,
“Episode 32: Building and cultivating trust”,
Dentons Podcasts, April 18, 2022
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Host,
“Episode 31: Marketing meets the family office sector”,
Dentons Podcasts, February 14, 2022
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Host,
“Episode 30: Breaking into and doing well at a family office”,
Dentons Podcasts, January 31, 2022
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Author,
“Family office strategic considerations - pivotal questions family offices should ask their lawyer”,
Dentons Insights, January 25, 2022
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Author,
“On structures and structuring - Part 1: 101 questions family offices should ask their lawyer”,
Dentons Insights, January 25, 2022
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Host,
“Episode 29: Singapore’s tax, legal and social allure -- What makes Singapore attractive to entrepreneurs
and family offices?”
Dentons Podcasts, January 6, 2022
2021
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Host,
“Episode 28: “Nothing will come of nothing:” Lessons from classical literature applied to family offices (Part I)”,
Dentons Podcasts, November 25, 2021
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Host,
“Episode 27: Protecting your crypto and wealth planning for digital asset investors and entrepreneurs”,
Dentons Podcasts, November 24, 2021
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Host,
"Episode 23: Family office tech stack: a discussion on how to build-in resiliency and relevant capabilities",
Dentons Podcasts, September 7, 2021
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Host,
"Episode 22: Key tax and wealth planning insights for Ukrainian business owners, entrepreneurs, and family offices (available in Russian)",
Dentons Podcasts, August 31, 2021
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Author,
"Moving your family office from risk-aware to risk-ready",
Dentons Insights, August 30, 2021
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Co-author,
"What family offices should know about HR 4620, a bill requiring more family offices to register with the SEC",
Dentons client alert, August 6, 2021
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Host,
"Episode 20: Insider’s perspective on how family offices look at investing in early stage companies",
Dentons Podcasts, August 9, 2021
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Host,
"Episode 19: Fiduciary exception to the attorney-client privilege in Pennsylvania",
Dentons Podcasts, August 3, 2021
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Host,
"Episode 18: Family offices and HNWIs in Italy. Strategic thoughts, best practices and prospective trends",
Dentons Podcasts, July 26, 2021
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Host,
"Episode 17: Lessons learned from the field: navigating the complexities of working with cross-border and
complex entrepreneurial multi-national families",
Dentons Podcasts, July 19, 2021
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Host,
"Episode 16: Mobility 4.0: The future of transportation and the technology revolution underway",
Dentons Podcasts, July 14, 2021
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Host,
"Episode 15: The African family office and family business landscape: History, evolution, and
distinctive insights to consider",
Dentons Podcasts, July 9, 2021
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Host,
"Episode 14: The impact of healthcare innovation in the family office domain",
Dentons Podcasts, June 28, 2021
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Host,
"Episode 13: How secure communications planning can help combat privacy and cybersecurity issues for family offices",
Dentons Podcasts, June 15, 2021
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Author,
“Wealth Briefing Article Family Office Or Founder's Office - Sector Must Tighten Definitions”,
Dentons Insights, June 14, 2021
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Host,
"Episode 12: Strategies around building and maintaining a direct investment function in a family office",
Dentons Podcasts, May 24, 2021
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Host,
"Episode 11: The SPAC landscape in the context of family offices (replay - May 12, 2021 webinar)",
Dentons Podcasts, May 21, 2021
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Host,
"Episode 10: Back to school: Stanford University’s Global Family Office Initiative",
Dentons Podcasts, May 12, 2021
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Host,
"Episode 9: Great expectations: a discussion of success and succession in the family enterprise space",
Dentons Podcasts, May 5, 2021
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Host,
"Episode 8: Challenges that family offices face in developing and maintaining an effective bookkeeping and bill payment system",
Dentons Podcasts, April 26, 2021
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Host,
"Episode 7: Family office investing: Expanding from managing family capital to building an investment fund",
Dentons Podcasts, April 12, 2021
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Co-author,
"What family offices should know about HR 4620, a bill requiring more family offices to register with the SEC",
Dentons Insights, August 6, 2021
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Author,
"Surveying the risk and threat landscape to family offices",
Dentons Insights, April 8, 2021
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Host,
"Episode 6: Philanthropy and Family Offices: How to get started and succeed with your family’s charitable activities",
Dentons Podcasts, March 28, 2021
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Host,
"Episode 5: New Zealand: Residency by investment programs and family office trends",
Dentons Podcasts, March 15, 2021
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Host,
"Episode 4: 100-Year Family Enterprises: A discussion on how families can achieve longevity and leverage their family offices to support these efforts",
Dentons Podcasts, March 9, 2021
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Host,
"Episode 3: A discussion of the Economics of Mutuality, a new business model innovation, and its application to businesses and family offices",
Dentons Podcasts, March 1, 2021
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Host,
"Episode 2: How families and fiduciaries can minimize litigation risks",
Dentons Podcasts, February 15, 2021
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Author,
“Family Offices Aren't Totally Unique; Can Harness "Best Practices" - White Paper”,
Dentons Insights, February 8, 2021
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Host,
"Episode 1: Combating threats in the family office domain",
Dentons Podcasts, February 1, 2021
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Author,
"Using the ‘Anna Karenina principle’ to better understand and operate family offices",
Dentons Insights, February 1, 2021
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Author,
"Surveying the Risk and Threat Landscape to Family Offices",
Dentons Insights, October 29, 2021