November 27, 2023

Annual Reflections: A Year-End Review With Your Family Office

As we approach the end of another remarkable year, high net worth families are gearing up for the annual ritual of financial reflection and planning. For those with a family office in place, the year-end discussion with your trusted advisors presents a unique opportunity to not only assess your financial standing but also to strengthen family bonds and set the course for the upcoming year.

November 24, 2023

Navigating Data And Reporting Challenges In Family Offices

Due to technological advancements and shifting investment paradigms, the landscape in the dynamic world of family office management is constantly changing. At the heart of this evolution is the critical role of data management and reporting.

November 21, 2023

In The Know: Where Can You Find Reliable Data And Insights For Your Family Office? – Part 1

In the family office space, it is important to know what other players are doing. In the decision-making process, it is important to include external perspectives and factors. Therefore, many decisions are made with knowledge of facts and insights. How and where can you find the proper data for Family Offices (FOs)?

November 16, 2023

What Are The Wealth Management Trends In 2024?

Market dynamics, technological advancements, and changing client needs are what keep the asset and wealth management landscape in flux. The year 2024 brings forth a host of trends that redefine how individuals and businesses approach managing their assets and securing their financial futures.

November 15, 2023

Key Takeaways From The 2023 Report On Private Philanthropy

Private foundations have demonstrated an unwavering commitment to philanthropy despite economic uncertainties and market downturns. The recently released 2023 Report on Private Philanthropy highlights trends within these foundations and provides valuable insights into their impact on charitable causes.

November 9, 2023

Why Do Family Offices Need Modern Wealth Management Solutions?

Twenty years ago, people we would call "family office employees” today were folks who were working in private trust companies. Or maybe it was a family's lawyer or somebody who was more mature in their career. But the situation has changed dramatically.

November 7, 2023

In the Know: Five Key Strategies For Governance In Family Offices

The path to effective governance and successful succession planning in family offices (FO) is nuanced and complex. It's a multidimensional challenge with wealth management, legal structuring, and interpersonal family dynamics. Let's delve into five key strategies to guide you through this intricate journey.

November 6, 2023

Challenges Facing Family Offices In the Modern Era

Family offices play a crucial role in the financial landscape, catering to the intricate needs of affluent families. However, these offices are not without their challenges. From succession planning to data security, each challenge requires careful consideration and strategic solutions. By addressing these challenges head-on, family offices can navigate the complexities of wealth management, preserve generational wealth, and ensure long-term success.

Multi Family Office

Annual Reflections: A Year-End Review With Your Family Office

Navigating Data And Reporting Challenges In Family Offices

In The Know: Where Can You Find Reliable Data And Insights For Your Family Office? – Part 1

What Are The Wealth Management Trends In 2024?

Key Takeaways From The 2023 Report On Private Philanthropy

Why Do Family Offices Need Modern Wealth Management Solutions?

In the Know: Five Key Strategies For Governance In Family Offices

Challenges Facing Family Offices In the Modern Era

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