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Open the desk
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The Brief
Field notesBy the deskReviewed through 1 August 2026

Second-generation transitions, written from the desk

A field note on what we see across mandates where the next generation is taking operational ownership, and where the office still has to catch up.

7 min read0 sources17 wordsPT7M

Reviewed through 1 August 2026

Authoring week 2, content agent will fill. Field notes on second-generation transitions as observed on retained mandates.

More in this voice

Field notes.

  1. 01

    The 2026 family-office allocation shift, in real numbers

    3 Aug 2026 · 8 min
  2. 02

    USD/ZAR through mid-2026, for a SA-rooted book with USD liabilities

    2 Aug 2026 · 8 min
  3. 03

    Real estate is the asset class family offices are quietly cutting

    20 Jul 2026 · 7 min
Keep reading

Cross-voice reads.

  1. 01

    The IC Pack, in twelve pages, as a method

    3 Aug 2026 · 6 min
  2. 02

    On a treasury corridor rewrite, after a custodian near-miss

    2 Aug 2026 · 9 min
  3. 03

    Sixty percent of family offices plan to rebalance. That is a record.

    27 Jul 2026 · 8 min
Private Office

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