Family Office Service Providers
How private banks assist family offices with digital asset investments
Cryptocurrency
As digital assets continue to form part of many family office portfolios, the need to do this with the support of accredited parties, recognised by financial authorities has never been more vital. This explores how private banks have shifted their attention to digital assets, to provide support to family offices in their allocation decisions.
What can ultra-affluent clients learn from the origins of a multi-family office?
Operations
By understanding the origin of a multi-family office, clients can gain some unique insight into the potential strengths and weaknesses of the firm.
The history of family office regulation
Legal
The collapse of Archegos Capital Management heightened calls for regulation of an untamed industry worth billions of dollars. We take a look at the history of family office regulations and the role that the Archegos collapse had to play.
Venture philanthropy vs impact investing: How to align impact and philanthropy
Impact
Impact investing and philanthropy are not necessarily on opposite sides of the scale. However, understanding the differences can ultimately make or break the success of any particular investment. Here are a few insights on how investors should approach the alignment of impact investing with philanthropic donations, measure and manage the impact, and address the possibility of the unintended negative effects.
Our case studies dissect the success stories of family offices, their clients and service providers.
How Bill Gates uses Cascade Investment to manage his wealth
Case Study Operations
How Oprah Winfrey manages her investments through a family office
Case Study Investments
We also profile success stories between family offices and their providers. Do you think you have a case worth sharing?
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