Family Office Insights
Insight
Analysis, opinion, and expert commentary on the trends shaping family offices today.
366 insights
Strengthening family office cybersecurity: Key considerations for family offices looking to protect themselves against cyber threats
Many family offices tend to underinvest in cybersecurity. Yet, hackers are becoming increasingly sophisticated, posing…
Want to try venture investing? It isn’t as easy as you might think
Venture investing might seem like a straightforward way of achieving bumper returns. But there is…
CRM for family offices: The next generation of family office communication
In family office management, the role of Customer Relationship Management (CRM) software has evolved significantly.…
Lifestyle concierge services for family offices
As the world evolves, so do the expectations of high-net-worth individuals and affluent families. To…
Family capital and governance: Navigating wealth beyond rich lists
While they might seem innocuous, ‘rich lists’ tend to be quite limited in gauging wealth.…
How family offices can evaluate their internal operations using industry benchmarked KPIs
Many family offices struggle with their data management processes making it hard to make timely…
Family office jobs: An introduction to key roles and career paths
Given the private nature of the industry, there is a lack of standard job descriptions…
Venture philanthropy for family offices
This insight delves into how family offices can utilise venture philanthropy to align investments with…
Family offices in Hong Kong: Understanding the factors driving growth
Due to its advantageous location, robust financial infrastructure, and favourable economic policies, Hong Kong is…
Introduction to outsourcing for family offices
From accessing specialised expertise to improving efficiency and reducing costs, outsourcing offers numerous benefits to…
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…
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…
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…
How digitalisation and automation affect family office compliance costs
Every management company will recognise the constant pressure to comply with regulations. And while this…
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.…
Outsourcing chief investment officer for family offices
Family offices encounter distinct investment challenges, and Outsourced Chief Investment Officers (OCIOs) are emerging as…
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…
Expanding professional networks through family office networking groups
By joining a reputable networking group, family offices can connect with their peers, service providers,…
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…
Tracking the changing landscape of family offices in Canada
The family office industry in Canada is experiencing growth as younger generations switch from family…
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…
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…
Managing multiple entities: Strategies for family office accounting success
Family offices often face difficulties when accounting for multiple entities. In this insight, we explore…
Exploring art as an investment for family offices
Art investment has become a viable option for diversifying portfolios, with the potential for appreciation…
