Guides

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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?

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.

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.

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.

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.

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.

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.