Taking responsibility for and integrating with newly acquired wealth goes way beyond financial planning and investment management.

The Cabin is a fun, informative look at how the near-perfect family office is possible by placing the members in the forefront and viewing overhead and employees as investments rather than costs. It is a journey of discovery, as three colleagues team up, tap the greatest minds in the family-office industry, and assemble all of the collected wisdom into an enjoyable structure.

Readers with existing family offices will take away ideas on...