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Connecting the Dots: Conversations, Curiosity and the Family Office Mindset
Explore the importance of connecting ideas across disciplines in family office leadership. Originally published by Mr Family Office, this article examines how integrated thinking, adaptability, and broad perspectives help families navigate complex decisions involving investments, governance, estate planning, and legacy. Featuring insights from Liz Priestman, CEO of IDG and Crest Forums, the piece highlights why connecting the dots is one of the most valuable skills in wealth
Jun 122 min read


New Energy, Family Offices, and the Value of Relationships: Reflections from Zurich, Paris, and London
Explore insights from Crest Forums' New Energy Roadshow across Zurich, Paris, and London, where European family offices met with TSX and TSX Venture-listed companies. Discover how family office investors assess opportunities in lithium, battery technology, natural gas, and energy infrastructure through the lens of leadership, governance, long-term value creation, and trusted relationships within the global energy transition.
Apr 233 min read
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