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Foundations

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.
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Pros and Cons of Wealth Management Platforms vs. Excel Spreadsheets

If you’re using Excel spreadsheets for wealth management, you may have wondered about the value of a wealth management platform, and at what point it makes sense to investigate the options.
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Connecting Generations In Philanthropy

Connecting Generations
Philanthropy has always played a crucial role in shaping communities and driving positive change. As time rolls on, each generation’s philanthropic priorities and approach to giving evolve. Understanding these differences and bridging the gap between older and younger generations is crucial for nonprofits to grow their supporter base and drive meaningful change.
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How To Measure The ROI For New Technology Investments

Return On Investment
Return on investment (ROI) is the profit earned on an investment divided by the cost of that investment. Although this calculation fails to directly account for the time value of money – an important consideration as some investments take longer to return profits than others – it offers a quick, useful way to estimate the future success of a given project. How can you apply this concept when evaluating potential investments into new technology? What factors should you bear in mind? Here we outline our suggestions.
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Is Cryptophilanthropy The future Of Giving?

As digitalisation reshapes the global economy, a trend of so-called crypto philanthropy has emerged. Involving cryptocurrencies such as Bitcoin and Ethereum, this innovative concept provides a borderless and bureaucracy-free alternative to traditional philanthropy and is poised to take on a powerful role in charitable giving.
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A Guide To Asset Management For Foundations

Asset Management for Foundations
Whether you are overseeing a private foundation or a public charity, it is essential to have effective practices in place to ensure the responsible stewardship of your organisation's resources. By implementing best practices in foundation asset management, you can maximise the impact of your philanthropic efforts and safeguard the long-term sustainability of your foundation.
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Charity vs. Philanthropy: Understanding The Key Differences And Impact

Charity vs. Philanthropy
Understanding the key differences between charity and philanthropy is essential for high net worth individuals seeking to make a meaningful impact with their contributions. Both approaches have their merits and can complement each other in a comprehensive giving strategy. In this comprehensive article, we explore the definitions of charity and philanthropy, their implications, and the ways in which they shape our society.
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What To Know About 2024 Philanthropy Trends

Philantropy Trends
Philanthropy dates back to Greek society. According to the US financial media website Investopedia, Plato instructed his nephew in his will to use the proceeds of the family farm to fund the academy that he founded in 347 B.C. The money helped students and faculty keep the academy running.
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