Family Office Insights
Insight
Analysis, opinion, and expert commentary on the trends shaping family offices today.
366 insights
Why more family offices are looking to private equity for high returns and long-term success
Private equity is becoming a more attractive option for family offices as public markets face…
Why Singapore is becoming the destination of choice for family offices
Singapore has become one of the most popular destinations to establish a family office in…
Navigating the risks and rewards of alternative investments for family offices
As the global economy becomes increasingly complex and unpredictable, more and more high-net-worth families are…
Family office vs hedge fund: Understanding the differences and investment strategies
With an increasing number of hedge funds converting to family offices over the past decade,…
Navigating privacy and publicity: A new approach to family office operations
As the family office industry continues to grow, more family offices are shifting away from…
Direct investing for family offices: Balancing risk and reward
Direct investing has seen tremendous growth over the past decade as family offices seek greater…
How family offices can improve digital security
As more modern family offices digitise their operations, the more apparent the lack of cybersecurity…
The evolution of family office accounting – And the innovative service providers leading the charge
As within any business including family offices, accounting and bill payment are two of the…
Venture due diligence for family offices: Balancing thorough analysis with gut feel
‘Gut feel’ is a big part of venture investment, but that doesn’t preclude the need…
How family offices can ensure successful adoption of technology changes
An illustration of the potential decision bottlenecks, managing the onboarding process, discuss the drivers of…
Using Human Rights and a rights-based approach for investor engagement
A rights-based approach is a conscious and systematic integration of human rights and rights principles…
Family office succession: Reconciling with a family’s dirty past
A shift in generational leadership can also mean rethinking what “good business” means. Today, environmental,…
What bill pay solutions can do for family offices
As family offices aim to preserve family wealth and ensure its smooth transition to the…
Introduction to alternative investment systems for family offices
Alternatives have always been an elusive market for investors. Here, we explore what they are…
How a portfolio management system can streamline family office operations
Portfolio management is one of a family office’s most crucial yet time-intensive functions. This article…
How family offices approach consolidated reporting
In this insight we look into the growing importance of consolidated reporting for family offices…
How should family offices invest in impact?
As the world needs to make significant progress to limit global heating, the role of…
How private banks assist family offices with digital asset investments
As digital assets continue to form part of many family office portfolios, the need to…
What can ultra-affluent clients learn from the origins of a multi-family office?
By understanding the origin of a multi-family office, clients can gain some unique insight into…
The history of family office regulation
The collapse of Archegos Capital Management heightened calls for regulation of an untamed industry worth…
Venture philanthropy vs impact investing: How to align impact and philanthropy
Impact investing and philanthropy are not necessarily on opposite sides of the scale. However, understanding…
An introduction to venture capital funds for family offices
VC funds don’t always receive the same attention as their colleagues in the private equity…
Understanding ESG software for your family office
Implementing ESG across various family office operations is an essential part of ensuring sustainable wealth…
Family office costs
While family offices aim to lower their costs, it is essential to view the expenses…