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Technology

12th September 2023

Top 5 Features to Look for in Your Family Office Management Software

In today's fast-paced and ever-evolving financial landscape, managing the wealth and assets of a family…

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InsightsTechnology

7th September 2023

The Importance of Cybersecurity for Family Offices

In today's digital age, the importance of cybersecurity cannot be overstated. While the term "cybersecurity"…

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Insights

5th September 2023

How to Choose the Right Service Providers for your Family Office

Managing the wealth and assets of a family office is no small task. To ensure…

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Family Office Roundup

1st September 2023

The Family Roundup #9

Is the next gen involved in your investing strategy? 39% of survey respondents say yes. …

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Insights

29th August 2023

Family Office Requirements: What Do I Need to Start My Family Office?

The concept of a family office has gained significant traction in recent years as affluent…

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Reporting

24th August 2023

How Technology is Revolutionising Family Office Reporting

The world of  family offices, entrusted with managing the financial affairs of high-net-worth families, has…

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Insights

22nd August 2023

Top 5 Challenges Faced by Family Offices

Family offices are a unique and essential component of wealth management, designed to cater to…

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Family Office Roundup

18th August 2023

The Family Roundup #8

Does your family office have a succession plan in place? 52% of family offices worldwide…

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Wealth Management

16th August 2023

Digital Wealth Management Trends for Family Offices

In the ever-evolving landscape of wealth management, family offices find themselves at the forefront of…

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Succession

10th August 2023

How Family Offices Address Generation Wealth Transfer & Continuity

As families accumulate wealth across generations, ensuring its preservation, smooth transfer to future heirs becomes…

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