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How To Drive Firm-Wide Adoption Of New Technologies

Digital Technology
Wealth management firm leaders are always on the lookout for ways to save time, reduce costs, and make their processes more effective with new technologies. Their colleagues, however, are often reluctant to alter their familiar workflows. Read about the best ways to achieve firm-wide adoption of new digital solutions that can lead to success for the entire team.
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The Science of the Intangible Transgenerational Legacy

Psychogenealogy
Have you ever established a family tree to find out about your great-grandparents or your great-uncles and aunts? Exploring the family system is much more than simply describing biological connections. Understanding our roots helps us understand who we are and, in some cases, where some of our wounds come from.
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What To Consider Before Selecting A Family Office Provider

Family Office Provider
The need for more transparency and a growing expectation of better real-time data to drive decision-making are the main reasons to look deeper into the technology for Family Offices (FO). Meeting the demands for better reporting is essential, so the family offices can focus on activities that deliver the long-term strategy. Technology can simply improve interactions outside of the FOs helping them work more efficiently with third parties.
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How To Communicate About Inheritance

Communications
One of our greatest strengths is the ability to communicate with one another. On the other hand, it can spark fights and disputes. Poor or nonexistent communication can cause a lot of issues even inside families. These issues usually arise not because of inheritance but because of the revelation of deeper, unresolved concerns.
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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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Top 10 Family Office Trends That Will Continue In 2024

The Family Office (FO) sector continues to trend upward as substantive growth in both the number of establishments and the assets under management (AUM) has been recorded. The global FO market size is expected to expand at a CAGR of 7.21% during the forecast period, reaching USD 19,567.22 million by 2027. In recent years, the pressure has been on FOs to generate higher risk-adjusted returns and create operational efficiencies. Still, the primary objective was to preserve and grow family wealth. What are the key strategic shifts for FOs in 2024?
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Key Takeaways From Campden Wealth’s 2023 European Family Office Report

Family Officer Report
Last December, Campden Wealth, a membership organisation for wealthy families, released its latest European Family Office Report in partnership with HSBC Global Private Banking. This article outlines the report’s key findings.
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In The Know: Digital Wealth Platform Basics

Digital Wealth Platform
Rapidly developing technology is reshaping practically every aspect of the financial industry. When it comes to how affluent individuals and their service providers understand and grow the assets under their care, the rise of digital wealth platforms is the most prominent example. Read on for an overview of what these solutions are, what is driving their increasing popularity, and what to look for in a good one.
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Altoo

The Altoo Platform aggregates wealth data from multiple sources to deliver comprehensive wealth analysis, performance and reporting. It is a modern and sophisticated, highly secure, SaaS platform, 100% Swiss developed and hosted.

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