Multi-Generational

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From Burden to Differentiator: Turning Family Data into Strategic Capital

Executive Summary The modern family office stands at an inflection point, where what once felt…

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Preserving Family Harmony in Shared Vacation Home Ownership

For high-net-worth families, a vacation home is more than a property; it’s a legacy. Here’s…

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A man in a suit stands in front of a pink-red gradient background with text discussing whether a multi-family office (MFO) firm can deliver single-family office (SFO) services, featuring a blog by Bill Bolen, CFP®, CFA.

How Do You Know If Your MFO Firm Can Really Deliver SFO Services?

In prior blogs in this HB Family Office series, we have talked about the definition…

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A business blog graphic titled Pros And Cons Of A Single-Family Office (SFO) Vs. A Multi-Family Office (MFO) with a photo of a man in a suit against a red background and blog details listed on the left.

Pros And Cons Of A Single-Family Office (SFO) Vs. A Multi-Family Offices (MFO)

In past blogs, we have reviewed what it means to have a family office of…

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A professional man in a suit is shown on the right. The text on a red gradient background discusses considerations for starting a single-family office, promoting a blog by Bill Bolen, CFP, CFA, HB Principal.

Should I Have My Own Single-Family Office? What NOT To Consider For That Decision

At some point, most wealthy families are told by somebody at a party, conference, or…

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A business professional in a suit stands against a gradient burgundy background with text explaining the differences between single-family offices and multi-family offices for managing family wealth.

What Is A Single-Family Office Vs. A Multi-Family Office?

Having better defined a family office in our last communication, if interested in family office…

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A professional man in a suit stands against a maroon background with white text describing the role of family offices in managing wealth, philanthropy, and educating the next generation. The blog is by Bill Bolen, CFP, CFA, HB Principal.

What Is A Family Office?

As a wealthy family, the question of whether to have a “family office” will inevitably…

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An elderly couple is sitting at a table with a woman. The man is signing a document while the woman holds papers. A laptop is open on the table, and shelves filled with books are in the background.

The Power Of Attorney; Managing Life’s Business When You Cannot

Whether it’s paying bills, directing investment purchases and sales, closing on real estate transactions, applying…

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A person in a blue shirt creates a protective gesture with their hands above a cut-out silhouette of a family with two adults and two children on a wooden table.

It’s All Relative; Family Matters in Business Succession

Parenting and running a business are, in many ways, parallel experiences. From the time a…

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