Governance
Articles on Governance.
Singapore vs Hong Kong Family Office: A Decision Framework
Choose between Singapore's 13O and 13U regimes and Hong Kong's FIHV concession using operating fit, portfolio constraints, and residence.
Cross-Border Residency Tax Checklist for Global Families
Run the CRA residency test like a governance exercise: residential ties, the 183-day rule, treaty tie-breakers, and Forms NR73 and NR74.
Family Office Cybersecurity: A Data Governance Framework
Govern family office cybersecurity as stewardship: data classification, authority matrices, vendor diligence, and deepfake-era response.
Family Office Technology Stack: Build, Buy, and Integrate
How to audit, design, and integrate a family office technology stack across reporting, accounting, and controls, before the spreadsheet fails.
Canada Taiwan Tax Arrangement: Cross-Border Family Wealth
Optimize withholding tax, avoid Service PE traps, and resolve dual residency under the Canada Taiwan tax arrangement. Family office operations guide.
Family Constitution and Council: Your Governance Blueprint
Build a family constitution and council to protect multi-generational wealth from the governance failures that destroy 70% of family fortunes.
Taiwan CFC Rules and Offshore Trusts: A Family Wealth Guide
Learn how Taiwan's CFC rules reshape offshore trust structures and what cross-border families must do to protect wealth.
Cost of Running a Family Office: The Honest Math
Break down the real cost of running a family office across wealth tiers. Personnel, tech, and the math that kills sub-scale SFOs below $100M.
Single Family Office vs MFO: Which Model Fits Your Wealth?
Single family office vs multi-family office decoded: AUM thresholds, real costs, and the prestige trap emerging UHNW families routinely fall into.
Cross-Border Wealth Structuring for Asia-Pacific Families
How Asia-Pacific families structure wealth across Canada, Taiwan, Hong Kong and Singapore under new CFC, T3 and situs rules that punish legacy setups.
When to Hire a Family Office Consultant: Six Triggers
Six situations where outside help pays for itself, how a consultant differs from a chief of staff or CFO hire, and the red flags worth walking from.
How to Start a Family Office: A Complete Setup Guide
What it actually takes to start a family office: the asset threshold, the structure choice, real running costs, and the mistakes that cost years.
Family Office Governance: Structure, Policies, Succession
The family office governance framework in full: board and council design, decision rights, the policies with teeth, and succession that holds.
Family Office Policy Manual: What Belongs In It
What belongs in a family office policy manual: the IPS, conflict of interest, family employment, distributions, document retention, and continuity.
Family Office Board and Council: Structures and Roles
Board chair or council chair, five executive roles, and the independent directors worth having. SFO, MFO, and VFO models compared, with a RACI matrix.