November 4, 2025

When Your Family Office Serves a Global Family: Why Digital Infrastructure Matters

How do you run an effective family office when the family's patriarch is in Geneva and his adult children live in London and New York? According to Campden Wealth research, for more than half of family offices this kind of question isn't hypothetical: They serve at least one family member residing outside the family office's primary jurisdiction. The coordination challenge this creates isn't just logistical. It's structural, and it demands infrastructure built for distributed operations from the start.

October 27, 2025

The Mobile UHNWI: Why Technology Matters When Owners Move But Assets Don’t

In 2025, an estimated 142,000 millionaires will relocate internationally, according to Henley & Partners' latest private wealth migration report. The UK alone faces a net outflow of 16,500 wealthy individuals — the largest exodus any country has experienced since tracking began. Dubai, Switzerland, and Singapore welcome thousands more each year. The Great Wealth Migration, as some call it, is well underway. The result is greater physical mobility without greater asset consolidation. Technology to consolidate the data around diverse assets can bridge the gap.

October 20, 2025

The Human Touch in a Digital Age

Ultra-wealthy families want speed and simplicity from their technology. But they still judge value by responsiveness, trust and judgment, and they reward firms that blend machine efficiency with human service.

October 13, 2025

Swiss & Sorted: How To Protect Your Global Wealth

Trade disputes, sanctions and capital controls can reorder markets in a single news cycle. When they do, risk management stops being abstract. It becomes concrete and personal: where an asset is custodied, which passport a principal travels on, the jurisdiction an entity sits in, and whether the documents you need to act are ready. If wealth is spread across banks, vaults, partnerships and family members in multiple countries, exposure is spread too.

October 7, 2025

In the Know: Family Offices Keep ESG Alive Despite Political Pushback

The political climate for sustainable finance has cooled in the United States. Donald Trump’s return to the White House has weakened support for environmental, social and governance (ESG) policies. Fund flows show that enthusiasm has faded among some institutional investors. However, the picture looks significantly different from the viewpoint of family offices. These private vehicles, which manage wealth for ultra-wealthy families, continue to persist in sustainable investing.

September 23, 2025

Family Office Engagement: The New Strategic Priority

Family offices are rapidly expanding their service offerings, with family engagement and education emerging as the most frequently added service since 2023. Behind this trend lies a complex reality: successful family engagement requires moving beyond traditional educational approaches to embrace active participation, address learning needs that extend beyond finance, and navigate the challenges of globally dispersed families.

September 22, 2025

Family Office Realities: Unique Challenges Requiring Purpose-Built Solutions

Family offices often recruit talent from investment banks, private equity, and wealth management firms. Yet in family office settings these professionals may find themselves struggling with challenges less common in other areas of the finance industry: managing family dynamics, bridging knowledge gaps between generations, and balancing active business interests with investment portfolios. Advanced digital wealth platforms are emerging as a solution to help family office professionals succeed in this complex environment.

September 15, 2025

Building a Modern Family Office: The Comprehensive Guide

The global family office market has reached $20.13 billion in value and is projected to hit $27.61 billion by 2030. This growth reflects a fundamental shift in how ultra-high-net-worth families approach wealth management, moving from simple stewardship to strategic value creation across generations.

All Insights

When Your Family Office Serves a Global Family: Why Digital Infrastructure Matters

The Mobile UHNWI: Why Technology Matters When Owners Move But Assets Don’t

The Human Touch in a Digital Age

Swiss & Sorted: How To Protect Your Global Wealth

In the Know: Family Offices Keep ESG Alive Despite Political Pushback

Family Office Engagement: The New Strategic Priority

Family Office Realities: Unique Challenges Requiring Purpose-Built Solutions

Building a Modern Family Office: The Comprehensive Guide

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