AI governance is fast becoming a fiduciary obligation, not a project
For private wealth firms and family offices, the question is shifting from "what is our AI strategy?" to "how have we evidenced our oversight of it?" That is…
Read note →Insights
Notes from the practice
Working notes on AI governance, operational resilience, and the digital-operating-model questions that come up most across private wealth firms, family offices, professional services, and family businesses.
Why family offices keep getting platform consolidation wrong
Most family-office consolidation projects begin as a software exercise and end as an operating-model exercise — usually after the contracts are signed.
Read note →Operational resilience under PS21/3: the small thing most firms miss
Most firms have done the impact-tolerance work. Far fewer have done the third-party scenario testing — and that is where regulators are now focusing.
Read note →The fractional CDO question: when continuity matters more than capacity
A fractional CDO is the right answer for organisations whose digital agenda needs sustained leadership through cycles a project supplier cannot bridge.
Read note →M&A digital due diligence for family businesses: a four-week brief
When a family business approaches a transaction, the digital due-diligence question changes shape. Here is a four-week brief that tends to land.
Read note →A note on independence: why no platform partnerships
Most digital advisory practices have platform partnerships, vendor commissions, or SaaS resale margins. This one does not — and there is a reason.
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