Guides

Our guides provide easy-to-use resources for every family office need. From getting started with a new asset class to implementing various operational best practices, we've got you covered.
Family office portfolio rebalancing
Family office portfolio rebalancing
Investments

Portfolio rebalancing is the buying or selling of assets to maintain the desired asset allocation in an investment portfolio and forms a key part of any family office investment strategy.

How to start a family office
How to start a family office
Strategy

As wealthy families tackle the complex challenges of generational wealth preservation and succession planning, the family office concept has grown in popularity. However, setting up a family office is a time consuming and potentially costly exercise which needs to be carefully planned and executed.

How to get started with impact investing
How to get started with impact investing
Impact

Impact investing is not just a buzzword, it’s a signal that there’s a momentous shift towards social and environmental awareness – one that attracts serious investment attention. For family offices wanting to enter the impact investing space, this guide offers an in-depth introduction to impact investing and breaks down how and where to get started with impact.

How to evaluate your family office banking provider
How to evaluate your family office banking provider
Strategy

To ensure family offices are getting the support and service they need, it's crucial to assess their banking providers regularly. This guide aims to assist family offices utilising the services of a private bank and who want to take a structured approach to evaluate their banking partner.

A Simple guide to NFTs
A Simple guide to NFTs
Cryptocurrency

Now that you've got to grips with cryptocurrency, it's time to understand NFTs. This is a comprehensive guide to everything you ever wanted to know about NFTs but didn't want to ask. From the origin of NFTs, and their rise to prominence, as well as how to buy and sell them, we're covering all the aspects of this trending digital asset.

A Guide to Philanthropy for Family Offices
A Guide to Philanthropy for Family Offices
Philanthropy

For the modern family office, philanthropy is no longer an afterthought. Instead, it is becoming increasingly integrated into how they support families and is crucial to leaving a lasting legacy.

How to execute an impact investing strategy
How to execute an impact investing strategy
Impact

Impact investing goes beyond financial outcomes and allows family offices to direct their money towards positive transformation. These good intentions are not enough, however, and to make a real impact, you'll need a solid impact investment strategy. Here's how to establish and execute a successful impact strategy.

How to select the best accounting software for your family office
How to select the best accounting software for your family office
Operations

Accounting, though it may be less thrilling and cutting-edge than AI or alternative investments, plays an essential role in the smooth functioning of family office operations. It is the backbone on which all other activities and processes are built. This guide explores family office accounting, how it works, its features and how to select the best accounting software provider for your organisation.

A Simple guide to single family office structure
A Simple guide to single family office structure
Operations

The emergence of new wealth and an increasingly complex business environment have driven the recent growth of single family offices. Although costly, the single family office concept is a sophisticated and effective vehicle through which to professionalise the management of family wealth and protect it for generations to come, whilst also aligning all activities to a long-term purpose.

ESG for family offices: How to draft an ESG statement
ESG for family offices: How to draft an ESG statement
Investments

ESG is no longer just a buzzword associated with impact investing. For future-thinking family offices, incorporating ESG into all financial decisions is key. Here's what you need to know about ESG and how family offices can draft an ESG statement.

How to get started with venture investments – a step-by-step guide
How to get started with venture investments – a step-by-step guide
Venture Capital

Despite a drop in deals, now is a great moment to start investing in venture capital. To get started, family offices must ensure they understand the risk versus reward, and then set out their strategy for allocation, and where they will focus their investments. First timers are advised to start small, working with experienced fund managers, before progressing to larger allocations and direct investments. Success requires patience, but done right, the returns are worth it.

A Simple guide to family offices
A Simple guide to family offices
Strategy

A great place to get started with family offices. This guide provides landscape data and some clear definitions on the various types of family offices.

Understanding business continuity plans for family offices
Understanding business continuity plans for family offices
Operations

Ensuring the safety and continuity of your family office's operations during uncertain times is of utmost importance. Our latest guide highlights the importance of a comprehensive business continuity plan, detailing significant elements to ensure you safeguard your wealth and protect your legacy.

A Simple guide to management through data
A Simple guide to management through data
Digital

Most companies can agree that data analysis should be a priority, and for family offices, technology has become incredibly important, particularly for those who acknowledge the role it can play in helping them evolve and keep up with a dynamic business landscape. Here, we investigate the types of data and technology that are most helpful for family offices.

An introduction to family office investments
An introduction to family office investments
Investments

Family office investment trends suggest a more active, growth-oriented mindset as well as a more socially-focused one. Regardless of how priorities shift over time, having a sound investment management process in place is critical for all family offices.

How to choose a family office bank
How to choose a family office bank
Strategy

The popularisation of the family office has caused an outflow of assets from the private banking space. However, banks have responded by significantly improving their family office service offering and are becoming more customer-centric in their approach. When choosing a banking partner, the key is to strike the right balance between the capabilities that are employed in the family office and the offerings that are sourced from your bank.

A Simple multi-family office guide
A Simple multi-family office guide
Operations

In this guide, we're taking a high-level view of the different types of family offices, and then drilling a bit deeper into the multi-family office space and providing some food for thought when assessing the attractiveness of this option.

A Simple guide to implementing family office technology
A Simple guide to implementing family office technology
Software

To execute a successful technology rollout in any family office, there has to be forward-planning, with clear objectives and required outcomes. This guide lays out how to get started with implementing family office technology to start improving your processes, promoting productivity, and saving time now.

How to choose a family office advisor
How to choose a family office advisor
Operations

As family offices evolve and become more complex, their advisors continue to play an important support role. Here is our guide to successfully selecting the right advisor for your specific needs.

A Simple guide to asset allocation for family offices
A Simple guide to asset allocation for family offices
Investments

Asset allocation is crucial for family offices to manage their investments effectively and balance risk and reward. Our comprehensive guide on asset allocation for family offices covers key factors to consider, common strategies, and best practices.

How to choose a crypto custodian
How to choose a crypto custodian
Cryptocurrency

For family offices, choosing the right crypto custodian is the key to engaging in crypto confidently and efficiently. But what exactly is a crypto custodian and what role do they play in digital asset management?

A Simple guide to family office structure
A Simple guide to family office structure
Strategy

Family office structures have evolved significantly over the past few decades, becoming far more sophisticated and efficient. Changes in organisational, legal and governance structures reflect the ambition of modern families to manage their own destiny and thrive into the future, despite complex regulatory environments and emerging risks.

6 steps to selecting family office technology
6 steps to selecting family office technology
Software

Traversing the sometimes confusing and time-consuming task of family office technological improvement is a challenge that needs a process. Here are the six stages you can use as a guide to help make this determination, circumvent analysis paralyses, and make impactful improvements.

What is generational wealth?
What is generational wealth?
Next Generation

Simply put, generational wealth refers to the transfer of assets or businesses, passed down from one generation to the next, which safeguards the family's future wealth. However, understanding generational wealth is slightly more nuanced than this and often goes beyond simply handing over these assets.