By Jay L. Rogers Most family offices can tell you exactly how their assets are managed. Far fewer can tell you how they're preparing their heirs to own them. I've hel…
By Jay L. Rogers The Dodd-Frank family office exemption isn't a status you earn once and keep. It's a test you pass every single day, and the two things most likely t…
By Jay L. Rogers The average single-family office now spends a little over $3 million a year to run itself, according to J.P. Morgan Private Bank's 2026 Global Family…
By Jay L. Rogers Thirty years ago, I sat in a conference room at Morgan Stanley while a family patriarch explained, in some detail, why his office didn't need an org…