Through our case studies we profile success stories of family offices and collaborations between family offices and their software providers. These stories help others find the right way to attempt similar projects in their own organizations.

All Cases

How Jennifer Lopez manages her wealth

Operations

Exploring LRMR, LeBron James' family office

Operations
LRMR Ventures

How Mackenzie Scott built her net worth

Philanthropy

A Deep Dive Into The Net Worth of Kylie Jenner

Operations
Kylie Cosmetics

How Suroosh Alvi made millions from his Vice empire

Digital
Vice Media

How WordPress founder Matt Mullenweg built his million-dollar fortune

Digital
WordPress

How Pavel Durov earned his billion-dollar fortune

Digital
Telegram

Waterfield Advisors on how they approach impact investing

Impact
Waterfield Advisors

Jack Dorsey's Wealth and the Family Office Managing it

Operations
ICONiQ

Whitney Wolfe Herd’s Wealth: A look at her Bumble empire

Operations
Bumble Inc

Keeping up with Kim Kardashian's wealth

Operations
SKIMS

How Rihanna manages her billion-dollar fortune

Operations
Fenty

Examining ICONiQ: The multi family office responsible for Mark Zuckerberg's wealth management

Operations
ICONiQ

Bezos Expeditions: The family office responsible for managing Jeff Bezos' wealth

Operations
Bezos Expeditions

How Elon Musk uniquely manages his wealth through his family office, Excession

Operations
Excession, LLC

Multi-family office HBS shares their process for selecting a portfolio management system

Technology Stacks
HBS, WIZE by TeamWork

Becoming a ‘trusted’ advisor: Stonehage Fleming

Operations
Stonehage Fleming

Redefining wealth through impact: Umana Family Office

Impact
Umana

A next-gen mindset: Oslo Family Office

Next Generation
Oslo Family Office
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