Family Office Insights
Insight
Analysis, opinion, and expert commentary on the trends shaping family offices today.
9 insights for “FinTech”
Simplifying wealth management for family offices
A self-proclaimed ‘recovering accountant’, Simran Kang, set out to create family office software that solves…
A path to a paperless family office
Family offices often rely on outdated, paper-based methods. This insight discusses how transitioning to digital…
The modern approach to wealth management
Tracking Altoo’s journey as a Swiss-based fintech, this insight highlights the primary factors driving the…
Managing multiple entities: Strategies for family office accounting success
Family offices often face difficulties when accounting for multiple entities. In this insight, we explore…
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…
Introduction to alternative investment systems for family offices
Alternatives have always been an elusive market for investors. Here, we explore what they are…
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…
How family offices approach consolidated reporting
In this insight we look into the growing importance of consolidated reporting for family offices…
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…