Insight
Insights
Analysis, opinion, and expert commentary on the trends shaping family offices today.
An introduction to fiduciary holding structures
Fiduciary holding structures can be useful to wealthy families. Here’s a brief overview of these…
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…
Family office investment: Recurring and new asset classes
As new asset classes emerge, the scale of family office investment is expanding and the…
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…
Single family office vs multi-family office: Could a hybrid be the future?
Single-family offices have always been the preferred choice for affluent families as a centralised means…
6 family office trends in direct and venture capital investments
Family offices have become a significant agent in global investments and innovation in the last…
How to start family succession planning
Succession planning is often a thorny obstacle for families to overcome. Sensitive as all issues…
Family offices and venture deal flow – the holy grail
For family offices looking to grow their venture portfolios, generating, and managing deal flow is…
How family offices invest in real estate
Right up until the pandemic, many family offices around the world were investing in real…
Real estate in the digital age: Big data, Metaverse and Blockchain
For forward-thinking family offices, governance and ownership in the world of Web3 and Blockchain are…
Funds vs. Direct: what is the best approach to real estate for my family office?
Investing in real estate requires analytic and due diligence work and often the continued management…
Jurisdiction selection for family fiduciary structures
It is not enough to choose a jurisdiction for a fiduciary structure based on black…
Family office costs
While family offices aim to lower their costs, it is essential to view the expenses…
Understanding ESG software for your family office
Implementing ESG across various family office operations is an essential part of ensuring sustainable wealth…
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…
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…
The history of family office regulation
The collapse of Archegos Capital Management heightened calls for regulation of an untamed industry worth…
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…
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…
How should family offices invest in impact?
As the world needs to make significant progress to limit global heating, the role of…
How family offices approach consolidated reporting
In this insight we look into the growing importance of consolidated reporting for family offices…
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…
Introduction to alternative investment systems for family offices
Alternatives have always been an elusive market for investors. Here, we explore what they are…
What bill pay solutions can do for family offices
As family offices aim to preserve family wealth and ensure its smooth transition to the…