Log In
Contact Us
Login
Contact Us

Multi Family Office

Crypto Investment Trends In Family Offices

A growing fascination with cryptocurrency investments is emerging as a noteworthy trend among ultra-high-net-worth individuals (UHNWIs), high-net-worth individuals (HNWIs), and family offices, despite the fact that the landscape of wealth management is always shifting and adapting.
Read More »

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.
Read More »

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.
Read More »

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)?
Read More »

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.
Read More »

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.
Read More »

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.
Read More »

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.
Read More »
Explore More

Insights On Wealth Management And More.

Delivered To Your Inbox, Weekly.
Subscribe Now
Left Menu Icon