Using the platform
How to use this knowledge base
Family Office Advisory is an independent, editorially driven resource for the people who run family offices. This short guide explains what you will find here and how to navigate it.
What you will find
Coverage follows the questions a family office actually faces, from first structuring decisions through ongoing governance and operations. The material is published in a few distinct formats:
- ●Explainers and guides that establish the fundamentals of a topic.
- ●Frameworks and analysis that take a position and show the reasoning behind it.
- ●Case studies of how families have structured decisions, with identifying details removed.
- ●A glossary that defines the terminology used across the platform.
- ●Jurisdiction profiles and structure comparisons for cross-border decisions.
How it is organised
Everything sits under six pillars: governance and succession, investment strategy, operations and technology, tax and regulatory, philanthropy and impact, and next-generation education. Each pillar collects the primers, deep dives, and reference material for that domain.
Finding your way around
Use search to jump straight to a term or topic. The topics index lays out the full subject map, the glossary resolves unfamiliar terminology, and the related links at the foot of each piece connect adjacent material. New analysis is summarised every week in the newsletter.
What to expect from us
The platform is vendor-neutral and editorially independent. We name jurisdictions, regulatory frameworks, and data sources; we take positions on governance and operations; and we do not give investment advice, recommend specific products, or comment on individual families.