Reviewing Wealth & Building Legacy
As we see the family office space continue to grow across the world, it’s always wise to learn from families who have been doing this well for generations—families like the Rockefeller family and the Dell family.
This article helps reframe how we think about family offices, and it does so in a way that feels both grounded and forward-looking.
Rather than asking how much money was made, leading families ask a different set of questions:
- Did the portfolio do what it was designed to do?
- Did it protect purchasing power?
- Did it provide liquidity and flexibility?
- Did it support long-term ambitions and the life the family wants to live?
That distinction matters.
What family offices do differently from many other investors is that they ask different questions—and, more importantly, they ask the right ones. Success isn’t measured by a single year’s performance, but by whether the structure, strategy, and governance are aligned with the family’s purpose across generations.
This Fast Company article thoughtfully guides that conversation and offers a valuable lens for anyone working within—or alongside—the family office ecosystem.
It’s an excellent resource for principals, next-generation leaders, executives, and advisors who want to think more intentionally about what success truly looks like in this space. The American Family Playbook For Reviewing Wealth And Building Legacy
How America’s wealthiest families use an annual playbook to review performance, manage risk, align values, plan philanthropy, and build lasting multigenerational legacy.
Read in Forbes: https://apple.news/ArL_3K_4UT0On3mrqR2ZW9Q
- Cheryl Grimaldi