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Faculty & Research


Legacy Advisors Ltd. - The Family Office: Building and Sustaining Value for Business Families

Case Study
A family office provides professionally managed support in planning, investment and professional advice, reporting and specialized services related to managing the family’s wealth. This case study explores the challenges of a next generation family member in attempting to convince his traditional Chinese father of the advantages and opportunities to be created by establishing a family office to support the family's financial and investment activities.

Emeritus Senior Affiliate Professor of Entrepreneurship and Family Enterprise