In previous discussions, we have highlighted several aspects of governance within family offices, particularly in relation to investment management. At the heart of investment governance is a vital ...

Failing to read your investment statements that arrive each month creates unnecessary risk and missed opportunities to catch errors, track progress, and stay aligned with your financial goals.

The article below is reprinted with permission from The Capital Issue, a quarterly newsletter published by Lancaster Pollard.One of the major challenges that non-profit boards face is turnover among ...