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Single Family Office

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.
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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.
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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.
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Connecting Generations In Philanthropy

Connecting Generations
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.
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In The Know: Family Office Concierge Services

Family Office Concierge
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.
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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.
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The Top Four Family Office Use Cases For AI

Family Office AI
Wealthy families and their advisors face the challenge of handling complex information from diverse sources, including investment managers, lawyers, and accountants. Artificial intelligence (AI) is emerging as a powerful ally, aiding in extracting valuable insights from this information overload and facilitating clear communication within family offices. Below we outline the top four family office use cases for AI and what to remember when embracing them.
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How To Measure The ROI For New Technology Investments

Return On Investment
Return on investment (ROI) is the profit earned on an investment divided by the cost of that investment. Although this calculation fails to directly account for the time value of money – an important consideration as some investments take longer to return profits than others – it offers a quick, useful way to estimate the future success of a given project. How can you apply this concept when evaluating potential investments into new technology? What factors should you bear in mind? Here we outline our suggestions.
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