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Succession

8th February 2024

Nurturing Generational Wealth: The Role of Family Offices

Generational wealth refers to any assets and businesses that families pass down to their children…

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Reporting

6th February 2024

Top 10 Family Office Data Aggregation & Reporting Challenges

In the ever-evolving landscape of family offices, efficient data aggregation and reporting are essential components…

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Technology

1st February 2024

What is Wealth Mapping?

Wealth mapping is a powerful tool that families can leverage to manage their assets effectively…

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Technology

30th January 2024

How Family Office Automation Boosts Operational Efficiency

As family offices grapple with the constant demands of a dynamic landscape, the integration of…

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Family Office Roundup

26th January 2024

The Family Roundup #19

Source:  Campden Wealth North America Family Office Report 2023 (more…)

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Technology

24th January 2024

What is Cloud-Based Family Office Software and Why You Need It

In the fast-paced world of family office management, the integration of technology has become paramount…

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Insights

17th January 2024

What Operational Risks Affect Family Offices?

While operational risks are a key consideration for all types of organisations, family offices often…

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InsightsWealth Management

9th January 2024

The Rise of Wealth Tech and Family Office Software

Technology has emerged as a powerful force reshaping traditional wealth management practices in the ever-evolving…

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Family Office Roundup

5th January 2024

The Family Roundup #18

61% of North American family offices report that their key concern is cyber-attacks.  Source:  Campden…

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Wealth Management

3rd January 2024

Maximising Efficiency: A Guide to Outsourcing for Family Offices

In the complex world of wealth management, family offices play a pivotal role in preserving…

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