Global Family & Private Investment Offices

GFO's Head of Client Development for the APAC region, Scott Charlton, sat down with Jane Flanagan to share the top priorities of families and family offices in the region.

As part of our GFO Pulse Q&A series, Jane Flanagan, Director of Family Office Advisory, sat down with Trish Halper, GFO Investment Practice Lead, to discuss the investment opportunities that GFO clients are considering in the midst of continued volatility.

As part of our GFO Pulse Q & A series, Jane Flanagan, Director of Family Office Advisory, sat down with Jenn Semler, Managing Director of GFO's East Region, to discuss the circumstances that trigger the need for a co-trustee and the benefits that accompany the decision to hire one.

Katten recently hosted a conversation with Jane Flanagan, Director of Family Office Consulting at Northern Trust, who discussed their recent research with former family office CEOs to capture their experience with succession and succession planning. This summary of that conversation outlines the key questions every family office leader should consider when preparing for this important transition.

At a time when many of our family office clients are three-to-five years away from a transition in leadership within the family, family office, family business or with trustees (or all of these at once!), we set out to learn from those who have navigated succession in the family office. Read on for "succession stories" from 32 former family office CEOs, along with advice and lessons learned.

Every family I meet is curious about other families. They wonder how others run their family offices, make decisions, and stay together, especially amid so much uncertainty and change. To answer these questions, we invited our clients to participate in our 2020 Family Office Benchmarking Survey. In the interest of sharing true peer perspective, here are some of the key learnings from the 24 survey participants who own Private Trust Companies (PTCs).

As part of our GFO Pulse Q & A series, Jane Flanagan, Director of Family Office Consulting, sat down with Tim Terry, Founding Director of the Private Investor Coalition (PIC) and General Counsel for a New York family office, to discuss the legislative and regulatory issues facing family offices today.

As part of our GFO Pulse Q & A series, Amy Szostak, Director of Family Education & Governance, sat down with Jane Flanagan, Director of Family Office Consulting, to discuss some common family governance practices.

Jane Flanagan, Director of Family Office Consulting, sat down with Mary Timmons, Chief Operating Officer for GFO, to discuss family office technology and operational efficiency.

Dan Lindley, Fiduciary Practice Executive for GFO, discusses the merits of a Private Trust Company (PTC) relative to directed trusts.

Belinda Aspinall, head of our GFO EMEA business, discusses some of the strategies and opportunities that she is seeing GFO clients that have headquarters in Europe, the Middle East and Asia (EMEA) consider in these uncertain times.

Marguerite Griffin, Director of Philanthropic Advisory Services, discusses some of the philanthropic strategies that she and her team are seeing GFO clients consider in these uncertain times.

Dan Lindley, Fiduciary Practice Executive, discusses some of the wealth planning strategies that he is seeing GFO clients consider in these uncertain times.

Mary Timmons, Chief Operating Officer for our family office group, who is also responsible for our family office technology products, discusses some of the technology trends that she is seeing GFO clients consider in these uncertain times.

As part of our GFO Pulse Q&A series, Jane Flanagan, Director of Family Office Consulting, sat down with Mark Maly, the Practice Lead for our GFO Investment Advisory Team, to discuss when it makes sense for families to consider working with an investment advisory team.

As part of our GFO Pulse Q & A series, Jane Flanagan, Director of Family Office Consulting, sat down with Chris Morrissey, Head of Asset Servicing, to discuss the benefits of using a global custodian.