Cases

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

All Cases

Beyond wealth: Enhancing health and wellness with Private Medical

Health & Longevity
EPIQ Capital Group, Private Medical

From manual to modern: Consolidating all family assets with PrizmaDesk

WealthTech
White Whale Capital, PrizmaDesk

How Dubai Holding elevated the UAE’s economy

Purpose
Dubai Holding

Soros Fund Management: Creating an Open Society

Purpose
Soros Fund Management

Streamlined asset-tracking: K.E Skye's success with Asora

Software
K.E. Skye, Asora

The Ballmer Group: Reaping the rewards of loyalty

Philanthropy
The Ballmer Group

Revolutionising Family Office Management: Tectonic Advisors' Journey with Asset Vantage

Software
Tectonic Advisors, Asset Vantage

Transforming Family Office Communication with Trusted Family

Software
A. Ahlström Corporation, Trusted Family

Implementing Nines for Streamlined Family Office Operations

Digital
Nines

The Dell family's investment powerhouse: MSD Capital's journey to prominence

Operations
MSD Capital

Leading with Purpose: What Walton Enterprises Is All About

Purpose
Walton Enterprise, LLC

From LEGO to clean energy: How KIRKBI manages family legacy and wealth growth

Operations
KIRKBI

How Bernard Arnault's next-generation focus sets his family office apart

Operations
Groupe Arnault

How Bill Gates uses Cascade Investment to manage his wealth

Operations
Cascade Investment

How Oprah Winfrey manages her investments through a family office

Investments
OW Management, LLC

Serena Williams and her winning venture capital game

Venture Capital
Serena Ventures

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