Insight
Insights
Analysis, opinion, and expert commentary on the trends shaping family offices today.
Purpose-built AI to simplify due diligence for family offices
In this article, we explore how Copia Wealth’s purpose-built AI platform, Deal Space, brings speed,…
Seven steps to build your single-family office AI strategy
So, you’ve decided to start a single-family office. The next question is, how do you…
Why tax residency matters to family offices
This article discusses why family office operators should leverage technology to stay compliant as global…
Why Italy remains a top wealth hub for UHNW families
In this article, Marco Mesina discusses why Italy, despite the 2026 flat tax increase, remains…
Is your family office software ready for AI?
Tomas Petky, CEO of PetakSys, shares insights into why optimising processes before adopting new technology…
The AI-Ready Family Office: 5 Steps to Get Started
Artificial intelligence is transforming how family offices operate. Here is a practical framework for getting…
How branding can put family-owned businesses and family offices ahead of the pack
While most successful families consider heritage branding extremely beneficial, not everyone takes full advantage of…
A brave new world of brand: Three frameworks for family businesses
Gone are the days of the ‘Five Forces Framework’, the Four P’s of ‘the Marketing…
How to engage the next generation through a clearly defined purpose
Globalisation, digital transformation and climate change have transformed the way we live, work and conduct…
Cyber crime, the greatest threat to family businesses?
Statistics reveal that cybercrime is becoming one of the biggest commercial and reputational risks to…
Companies with foresight stay ahead of the curve
Remaining relevant and competitive in a rapidly evolving marketplace is no mean feat. Whilst innovation…
Finding & funding investments with high return
It would appear that some Family Offices are now showing a predilection for direct investing…
5 lessons for family offices from HBO’s Succession
HBO’s mega-series Succession follows the decaying empire of a dysfunctional media family – a template…
6 Tips for family offices to start with impact investing
Impact investing has caught the attention of families, family offices, and private investors alike in…
How Asian family businesses respond to four global challenges
Although certain business challenges are universal to family offices across the globe, the way in…
Using life stages to professionalise the family business
Many businesses with humble beginnings have been able to weather change and grow into empires.…
Is impact investing a risky business?
As a growing number of asset owners question whether they can manage their assets for…
What family offices can learn from the startup growth cycle
Though family offices vary in size and shape, every organization shares a common origin: entrepreneurship.…
Why family offices should be looking to Bitcoin
Bitcoin and family offices very logically compliment each other. Family offices aim for long-term wealth…
Why persuasive leadership is important for the next generation
The next generation today must influence a range of stakeholders if they are to be…
How psychodynamics can drive better decision making in family businesses
A changing set of realities, norms and values are underway in the face of an…
Women on board: enhancing leadership in family firms
Over the past 5-10 years, there has been an increasing focus on the importance of…
What family offices should know before setting up in Singapore
Singapore might be the answer for many Western family offices looking to bridge family values…
Genomics and epigenetics: new tools for promoting family legacy
Imagine a seemingly healthy 35-year-old family member assumes the CEO position of a core global…