Leadership, Teams and Delegation
These pages cover how family offices recruit, how people enter the field, and how leaders organize teams, time and daily operations. Richard C. Wilson discusses hiring challenges for single family offices, how candidates can present varied backgrounds, and routines for investment companies. Jeff Hoffman describes developing leaders, listening to customers, and setting shared measures for success and failure. Serg Bell says a costly mistake is choosing the wrong person for a role without checking the role's context and the person's past working context. He says leaders fit different conditions, including periods of high or low change.
Several interviews put accountability and clear roles at the center. Michael Lee-Chin says to identify the person responsible for a problem. He says people who think like owners take responsibility and accept accountability. Larry Connor says the Connor Group hires no one from its industry, invests millions each year in training, and has technicians handle 20 to 25 tickets per day. Binod K. Chaudhary says ending multitasking was a turning point: each company got its own management team led by industry experts. These examples give readers specific practices speakers use to describe hiring, delegation and execution.
Start with the interviews
Lessons from Richard C. Wilson's one-on-one interviews, as published on each interview page.
- Binod K. Chaudhary: Build expert teams for each business. His major turning point came from ending multitasking. Each company got its own management team, led by experts in that industry.
- Michael Lee-Chin: Find the person who is responsible. When a problem comes up, he asks who the agent was. He wants a specific person to call, not a department.
- Larry Connor: Learn from every mistake. Larry's team owns its failures and makes no excuses. They learn, change quickly, and keep getting better.
Videos
- Why Family Offices Struggle to Recruit Experienced Staff: See the recruiting barriers Richard C. Wilson says can shape a family office search.
- Jeff Hoffman on Leadership, Customers and Company Growth: Jeff shares practical ways to lead teams, test ideas with customers and keep company work tied to clear outcomes.
- Five Operating Practices for Multi-Family Offices: See how Richard C. Wilson describes the habits that help a multi-family office serve clients and run its work.
- How to Get a Job in a Family Office: Learn which experience Richard recommends, how to position a varied background and where to begin a family office job search.
- Richard C. Wilson's Time Hacks for Investment Companies: See how Richard organizes priorities, delegates work and shifts attention from operating toward ownership.
Questions answered
- How do investors choose the right business leaders?: Serg Bell says leaders suited to high change can differ from those suited to low change. That makes the conditions ahead part of an executive search, alongside