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Single Family Office

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.
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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.
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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.
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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.
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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.
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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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Family Office 2.0: Evolve or Watch the Legacy Fade

For many family offices, the risks are no longer theoretical. Governance is informal, reporting delayed, and portfolios are growing more complex by the quarter. Yet many still rely on basic spreadsheets to track billions. According to Copia Wealth, citing KPMG data from 2025, more than 57% of global family offices continue to use general tools like Excel for core financial reporting.
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Family Offices in 2025: Strategy Over Stewardship

Family offices were once discreet custodians of generational wealth. In 2025, they are fast-moving, capital-rich operators reshaping global investment markets. UBS reports that the average family office now oversees about USD 1.1 billion in assets. With over 3,000 single-family offices worldwide managing more than USD 4.7 trillion, their footprint rivals that of institutional investors (UBS Global Family Office Report, 2025).
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