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The Family Office Roundup #27
What is your family office’s biggest concern? 40% say reliance on spreadsheets. (more…)
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Featured Articles
In the ever-evolving landscape of wealth management, one of the most significant challenges that both advisors and clients face is the absence of a single source of truth. This absence…
Family offices are entrusted with the complex task of managing the financial affairs of high-net-worth individuals and families. These organisations, often shrouded in a veil of discretion and privacy, play…
Starting a family office is a significant undertaking that involves careful planning, organization, and implementation. A family office is a private advisory firm that serves one or more high-net-worth families…
Latest Articles
Succession planning is a critical aspect of family office management, ensuring the seamless transition of wealth, values, and leadership from one generation to the next. As per The Family Office Operational…
In recent years, sustainability has emerged as a defining theme in the world of finance. As global awareness of environmental, social, and governance (ESG) issues continues to rise, investors are increasingly recognising the importance…
In the fast-paced world of family offices, where managing wealth, investments, and various assets is paramount, optimising productivity is key to success. With the complexity of tasks and the need for seamless collaboration, employing effective…
In the labyrinth of family office management, where generations intersect and wealth transforms, Brian Adams, president and founder of Excelsior Capital, and Edward Marshall, Global Head, Family Office and HNW Group at Dentons,…
In the intricate world of family offices, where wealth management, investments, and financial planning converge, the need for robust accounting management cannot be overstated. As families seek to preserve and grow their wealth…
Insights
In the fast-paced world of family offices, where managing wealth, investments, and various assets is paramount, optimising productivity is key to success. With the complexity of tasks and the need for seamless collaboration, employing effective…
In the intricate world of family offices, where wealth management, investments, and financial planning converge, the need for robust accounting management cannot be overstated. As families seek to preserve and grow their wealth…
In the complex landscape of family offices, where wealth management, estate planning, and personal financial services converge, the importance of efficient document management cannot be overstated. Family offices handle many…
In the world of wealth management, efficiency is paramount. Family offices, entrusted with overseeing the financial affairs of affluent families, often find themselves grappling with a deluge of data from…
Technology
In an era of rapid technological advancement and shifting market dynamics, the landscape of wealth management is undergoing a profound transformation. From AI-powered algorithms to blockchain technology, the tools available…
In the ever-evolving landscape of family offices, efficient data aggregation and reporting are essential components for making informed decisions, ensuring compliance, and managing wealth effectively. However, family offices often encounter…
Wealth mapping is a powerful tool that families can leverage to manage their assets effectively and ensure long-term financial success. In an era where financial complexities are rising, creating a…
As family offices grapple with the constant demands of a dynamic landscape, the integration of automation tools emerges as a beacon of operational transformation – a game-changer that has the…
Family Office Roundup
Source: EY-Parthenon Wealth and Asset Managers Generative AI Survey November 2023 (more…)
Family office investment plans for 2024? 94% are planning acquisitions. Source: Ocorian Outlook 2024 Report (more…)
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