Collaborative Evolution Framework for Family Offices
- Paul Edelman
- Oct 2
- 1 min read
Culture is the biggest challenge when a family office grows. Policies and systems may change, but it’s how people adapt together that determines long-term success.
Too often, change is rolled out as a teaching exercise: leaders announce new policies and expect compliance. That may create short-term alignment but rarely builds long-term commitment.
A more effective approach is collaborative evolution—treating change as a shared learning journey. Staff, family members, and advisors reflect, experiment, and adapt together, building trust and ownership along the way.
Inside you’ll find:
* A side-by-side contrast of Teaching the New Way vs. Collaborative Evolution
* Five guiding questions that help offices adapt without losing their cultural core
* Practical shifts that turn compliance into ownership
👉 What aspects of your culture make you most proud, and how do you protect them as things grow more complex?
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