Insight
Insights
Analysis, opinion, and expert commentary on the trends shaping family offices today.

The irreplaceable aspect of trust and network in the family office space
While the increasing presence of technology has made some things significantly easier, there are still…

A new inheritance mindset that reveals more value to heirs
Some of the greatest wealth transfers are currently happening through inheritance. By viewing the concept…

Why family offices should consider investing in food technology
As the next decade shapes up to be one of disruptive change, one sector seeing…

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

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

Are your wealth planning arrangements due for a health check?
Like taxes, death is a certainty in life and it’s important to understand that when…

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

The Great Transition and Life Expectancies
In many high-net-worth families, the great wealth transition isn’t happening quite as quickly as some…

Cryptocurrency’s rise in family office investment considerations
The meteoric rise of digital assets, and Bitcoin in particular, is undeniable. But what role…

Why women in impact investing can change the world
Today, women are still less inclined than men to invest. This gender inequality in finance…

Making the investment case for bitcoin infrastructure
Bitcoin is not just a cryptocurrency – it’s a transformative technology with the potential to…

Investing in food security: An alternative approach to impact
In response to the climate and social crisis, the UN established a set of sustainable…

Cryptocurrencies as part of the family office asset mix
When setting long term strategic asset allocation bands, an increasingly common question is whether crypto…

Lifestyle management: the new necessity for family offices
The family office landscape is changing as new aspects of the family members’ lives come…

Understanding how VCs and family offices can work together
The story of family offices has always been closely aligned with venture capital, but VC…

Impact: Investing in sustainable life below water
The 14th SDG, as set out by the UN, aims to conserve and encourage the…

Integrating human rights into impact investing
The increasing focus on sustainability poses new challenges for investors because they’re now required to…

Solving the wrong problem really well: How family offices can understand human behaviour
The power of paradox can be found in many parts of our life and the…

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

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…

Luxury investments: Luxury as an Asset Class
Beauty, passion and value are often hard to combine but in the context of a…

Impact: Investing in quality education
Family offices looking to expand their impact portfolio can consider ways to contribute to the…

Activist Philanthropy and Innovative Family Structures
There’s a new breed of activist philanthropists who are going beyond the call of duty…

Family business transition: The case for transformational family businesses
For families to thrive beyond generations, transitioning is vital. And a successful family business transition…

