Insight
Insights
Analysis, opinion, and expert commentary on the trends shaping family offices today.
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,…
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…
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…
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…
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…
How family offices can improve digital security
As more modern family offices digitise their operations, the more apparent the lack of cybersecurity…
Direct investing for family offices: Balancing risk and reward
Direct investing has seen tremendous growth over the past decade as family offices seek greater…
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…
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 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…
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…
Exploring art as an investment for family offices
Art investment has become a viable option for diversifying portfolios, with the potential for appreciation…
Managing multiple entities: Strategies for family office accounting success
Family offices often face difficulties when accounting for multiple entities. In this insight, we explore…
Unpacking investment fees: A guide for family offices
Family offices and high-net-worth individuals often face significant challenges when it comes to understanding and…
Why should venture capital be at the heart of family office impact strategies
Impact investing is a top priority for family offices, yet defining an approach that will…
Multi-family office vs wealth managers: What is the difference?
The world of private wealth management can be extremely complex, with a multitude of different…
Expanding professional networks through family office networking groups
By joining a reputable networking group, family offices can connect with their peers, service providers,…
From possessions to experiences: Trends in high-net-worth lifestyle management
As the next generation of family offices takes over, lifestyle managers are becoming aware of…
Outsourcing chief investment officer for family offices
Family offices encounter distinct investment challenges, and Outsourced Chief Investment Officers (OCIOs) are emerging as…
From aristocracy to modern firms: A look at the largest family offices in Europe
European family offices have a fascinating history dating back to the aristocratic and Renaissance eras.…
How digitalisation and automation affect family office compliance costs
Every management company will recognise the constant pressure to comply with regulations. And while this…
Harnessing the potential of AI: Transforming family office operations for optimal efficiency
Artificial intelligence (AI) has the potential to transform family offices by automating tasks, optimising portfolio…
Why more family offices are going public: Examining the advantages and trends
As younger generations join family offices, there is a trend towards increased public presence and…
The common IT challenges for family offices and how an IT partner can assist
As family offices become more digitally-minded, the more vulnerable they become to digital attacks. This…