May 3, 2024

Key Things To Look For in a Wealth Management Platform

Whether you’re looking for a net-new wealth management platform, or looking to make a change, customer satisfaction should always be a top priority. It’s important to make sure your wealth management platform provider can deliver both the technology and the service that you need.

March 26, 2024

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.

February 26, 2024

Leveraging Tech To Transform Client Concerns Into Client Satisfaction

As a wealth manager, do your clients take your advice entirely at face value? If not, they probably have good reasons. After all, they most likely became wealthy by thinking analytically. You should not expect them to stop that analysis just because you are providing the answers. Fortunately, their difficult questions can hold immense value for both you and them. A sophisticated digital wealth platform can help you extract and unlock that value.

February 21, 2024

Addressing Family Offices’ Top Three Investment Monitoring Challenges

In today’s increasingly digitalised financial landscape, all forward-thinking wealth professionals face a shared set of challenges in consolidating, analysing, and visualising data as they monitor investments. For family officers in particular, these challenges involve three specific challenges. Here we suggest how you can successfully address them.

January 19, 2024

Family Office Education: Where To Upskill Your Team?

To keep up with constantly shifting traditional markets like real estate and equities as well as emerging asset classes like NFTs and cryptocurrencies, many family offices have recognised the importance of investing in their people’s targeted education. In this article, we list some of the best business school offerings designed to help family office executives skill up.

January 18, 2024

Connecting Generations In Philanthropy

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.

January 18, 2024

In The Know: Family Office Concierge Services

When wealth owners achieve financial success with their family office, they may seek additional support from it in improving other aspects of their personal lives. Here we explain why some wealth owners make such requests and provide two recommendations for family officers considering meeting them.

January 16, 2024

The Great Wealth Transfer: What Financial Advisors Should Keep In Mind

Projections of the value of the personal assets set to change hands during the so-called Great Wealth Transfer have risen from US $129 trillion from $72 trillion. More significantly, or perhaps alarmingly, are expectations that up to 88% of heirs to this wealth will fire or replace their parents’ financial advisors. How can you position yourself to keep serving the next generation of their clients? Read on for our top three recommendations.

Single Family Office

Key Things To Look For in a Wealth Management Platform

Pros and Cons of Wealth Management Platforms vs. Excel Spreadsheets

Leveraging Tech To Transform Client Concerns Into Client Satisfaction

Addressing Family Offices’ Top Three Investment Monitoring Challenges

Family Office Education: Where To Upskill Your Team?

Connecting Generations In Philanthropy

In The Know: Family Office Concierge Services

The Great Wealth Transfer: What Financial Advisors Should Keep In Mind

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