Insights
Wealth, Explored Thoughtfully
Wealth, when we really look at it, raises big questions — about purpose, relationships, and what “enough” actually means.
This space brings together reflections and practical guidance from my work with families, advisers, and family offices around the world.
Here you’ll find articles on topics like family governance, succession planning, family office design, philanthropy, and the evolving meaning of wealth and stewardship. Some posts offer frameworks and ideas you can use straight away; others invite you to pause, reflect, and consider a broader perspective.
I write for families who want to use their wealth thoughtfully, and for advisers who want to deepen the support they provide. The goal is to highlight the human side of wealth — the conversations, decisions, and connections that underpin every structure.
Browse recent posts below to explore new insights, updated regularly as the field — and the families I work with — continue to evolve.
Parents, Trustees and Beneficiaries: Who Decides What’s Best?
What happens when professional trustees are responsible for decisions that, in most families, would typically fall to the parents?
What is Family Governance
A well-organized estate is one of the most thoughtful gifts you can leave your family.