Family Office Roundup

We bring the best content for the family office industry straight to your inbox. Today…

Every week we bring the best content for the family office industry straight to your…

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Source: Capgemini World Wealth Report 2024, page 12 (more…)

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What is your family office’s biggest concern? 40% say reliance on spreadsheets.  (more…)

Source: J P Morgan 2024 GLOBAL FAMILY OFFICE REPORT (more…)

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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…