There’s a moment in the life of substantial wealth when the old model stops working. The advisors are excellent.The accountants are competent. The lawyers are respected. And yet, something feels fragmented. Sophisticated families don’t move toward a dedicated single-family office structure because they want more advice. They move because they want alignment. 1. Complexity Is No Longer Occasional, It’s Constant For many affluent families, complexity used to appear in waves: a
