In an ever-changing economic landscape, it is critical for high net worth individuals and families to employ effective strategies to protect their wealth. The complexities of wealth management require a comprehensive approach that encompasses a wide range of factors. Here we present you with an overview of the core strategies that can help protect your family's wealth, with a particular focus on the importance of digital wealth management in the modern era.
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.
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.
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?
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.
Over the next decade, an unprecedented amount of personal wealth will change hands as 70 million baby boomers prepare to pass an estimated USD 15 trillion in assets to the next generation.
In today's financial system, data and information security have become major concerns for identifying risks. The concern is particularly crucial for Family Offices (FOs) that manage the assets of wealthy families. Given the nature of their clientele, the risk of cyber threats looms. This section aims to provide an overview of the cybersecurity landscape specifically tailored to the SFO’s complexities.
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.

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