Edward Marshall in Family Wealth Report: There Is No Such Thing as a Family Office 

In this new Family Wealth Report piece, Edward V. Marshall, an advisory board member and co-chair of the Family Office Initiative at The UHNW Institute and the global head of the Dentons Family Office and High Net Worth Group, prompts advisors to reconsider preconceived notions about family office structures.

In this two-part article, Marshall questions the very existence of family offices. If ‘…we cannot agree on what it is or is not?’ The piece sparks an intellectual conversation on the terminology and family office structure within the wealth management field. While the concept has undoubtedly shaped clubs, attracted skilled professionals and influenced tailored services, this article prompts advisors to critically examine the definition of a family office, viewing it instead as a process, methodology and mindset.

Click here to read part 1 of the article.

Click here to read part 2 of the article.

The articles are also available to members in PDF form through the Resource Library. (Part 1 and Part 2)

As always, if you are interested in becoming a member of The UHNW Institute, please do not hesitate to contact us.