Are You Running a Business or a Spreadsheet? 5 Steps to Professionalize Your Family Office
Here's the brutal truth most family offices won't admit: You're not running a business. You're running a glorified spreadsheet. And that spreadsheet is costing you millions in opportunity, efficiency, and peace of mind. I see it every week. Families managing $50M, $100M, sometimes $500M+ in assets… operating like a corner store. Manual processes. Informal decision-making. […]
The Decision Rights Matrix: How to Stop Being Your Family Office's Bottleneck
Here's a question I hear all the time: "Why does everything have to go through me?" If you're the principal of a family office, or the founder running a growing operation, you already know the answer. Because no one else is authorized to decide. Because the decision framework lives in your head. Because "informal" felt […]