Family Office Insights
Insight
Analysis, opinion, and expert commentary on the trends shaping family offices today.
48 insights for “Operations”

The history of family office regulation
The collapse of Archegos Capital Management heightened calls for regulation of an untamed industry worth…

Family office costs
While family offices aim to lower their costs, it is essential to view the expenses…

Jurisdiction selection for family fiduciary structures
It is not enough to choose a jurisdiction for a fiduciary structure based on black…

Family offices and venture deal flow – the holy grail
For family offices looking to grow their venture portfolios, generating, and managing deal flow is…

Single family office vs multi family office: key differences
Single-family offices have always been the preferred choice for affluent families as a centralised means…

The importance of family office advisory for the next generation
As a new generation of ultra-high-net-worth individuals takes over, they will undoubtedly have very different…

Common family office technology challenges and how to resolve them
When compared with multi-client organisations, family offices often face more challenges when selecting and implementing…

An introduction to fiduciary holding structures
Fiduciary holding structures can be useful to wealthy families. Here’s a brief overview of these…

How family office reports can meet decision-making needs
Using the right kind of family office report can help streamline decision-making. We’ve rounded up…

Family office education: leading institutions offering executive programmes
To keep up with the family office industry constantly evolving, here are 7 leading institutions…

How to create multi-generational wealth
Creating multi-generational wealth isn’t only about finances and investments to last across lifetimes, it’s about…

How wealth management is adopting digital financial services
As family offices become more comfortable with digital business transactions, advisers are utilising new technology…

What you need to understand about trusts
Trusts in common law countries are commonly used as a tool for private wealth structuring…

A family office strategy for navigating the new normal
The second year of a pandemic has meant shifting from survival mode to re-establishing a…

The ownership advantage
While operational involvement in a family business has declined in some cases, there’s been an…

Swiss family offices and Sparks: what the SIX segment means
SIX recently introduced Sparks, a new SME-focused segment on the stock exchange that appeals to…

An introduction to emerging market investment in Eastern Europe
It has been 32 years since the transition began in post-communist countries. Despite this transformation,…

How to gain a birds-eye view by understanding family office services
Family offices rarely think about their operating costs in basis points – surprising when such…

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…

How service design can transform the family office structure
Ralph Waldo Emerson once said, “Every great institution is the lengthened shadow of a single…

How to overcome technological stalemate in Australian family offices
Though the family office market in Australia continues to go from strength to strength, it…

Emerging risks in the family office sector
Today’s business leaders have to navigate an increasingly complex risk environment. Although not traditionally, a…

How Asian family businesses respond to four global challenges
Although certain business challenges are universal to family offices across the globe, the way in…

Opportunities & obstacles for African family offices
Africa marches to her own rhythm. Besides her unrivalled natural beauty, the continent is blessed…









