Guide
Guides
Practical, step-by-step guides covering every aspect of family office formation and operations.
Real estate management for family offices
This guide offers an overview of how family offices can approach real estate management. Drawing…
The family office fee playbook
An actionable guide for family office fee management and cost governance. Learn how to eliminate…
A Simple guide to family office services
This guide dives into what family office services actually are and highlights the top five…
AI for family offices: Strategy & governance
Comprehensive guide to AI strategy and governance for family offices, with insights, practical steps, and…
A Simple Guide to Risk & Resilience
Expert-led guide to family office risk and resilience in 2025, with practical steps, quick wins,…
AI for family offices: 101
This guide aims to help family offices take their first steps toward AI adoption. It…
Portfolio management software for family offices
This guide is designed to support families in making well-informed decisions regarding Portfolio Management Software…
A Family Office Guide on Governance Pitfalls
Governance has become the cornerstone of effective family office strategy. As complexity and expectations grow,…
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Family Office Formation: A Step-by-Step Guide
Everything you need to know about setting up a single-family office — from legal structure…
A Simple guide to family office service design
This guide to family office service design explores the essential elements of design thinking for…
A Simple guide to family office recruitment
This guide provides a deep dive into the unique aspects of recruiting for family offices.…
A Simple guide to asset allocation for family offices
Asset allocation is crucial for family offices to manage their investments effectively and balance risk…
How to select the best accounting software for your family office
Accounting, though it may be less thrilling and cutting-edge than AI or alternative investments, plays…
Understanding business continuity plans for family offices
Ensuring the safety and continuity of your family office’s operations during uncertain times is of…
How to get started with venture investments – a step-by-step guide
Despite a drop in deals, now is a great moment to start investing in venture…
A Guide to Philanthropy for Family Offices
For the modern family office, philanthropy is no longer an afterthought. Instead, it is becoming…
ESG for family offices: How to draft an ESG statement
ESG is no longer just a buzzword associated with impact investing. For future-thinking family offices,…
6 steps to selecting family office technology
Traversing the sometimes confusing and time-consuming task of family office technological improvement is a challenge…
A Simple guide to single family office structure
The emergence of new wealth and an increasingly complex business environment have driven the recent…
How to choose a family office advisor
As family offices evolve and become more complex, their advisors continue to play an important…
An introduction to family office investments
Family office investment trends suggest a more active, growth-oriented mindset as well as a more…
Family office portfolio rebalancing
Portfolio rebalancing is the buying or selling of assets to maintain the desired asset allocation…
A Simple guide to family office structure
Family office structures have evolved significantly over the past few decades, becoming far more sophisticated…
How to evaluate your family office banking provider
To ensure family offices are getting the support and service they need, it’s crucial to…