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
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
In the media
