Family Office Insights
Insight
Analysis, opinion, and expert commentary on the trends shaping family offices today.
13 insights for “Technology Stacks”
Is your family office software ready for AI?
Tomas Petky, CEO of PetakSys, shares insights into why optimising processes before adopting new technology…
Family office AI software 2025: From hype to implementation
This article explores what’s changed in the family office software industry, particularly when it comes…
LegalTech for family office succession planning
This article explores how LegalTech can bring clarity and continuity to succession planning. It outlines…
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…
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…
What bill pay solutions can do for family offices
As family offices aim to preserve family wealth and ensure its smooth transition to the…
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…
How to gain a birds-eye view by understanding family office services
Family offices rarely think about their operating costs in basis points – surprising when such…
Blockchain’s Potential Within The Family Office
Since it’s capabilities were first promoted to underpin and support Bitcoin over a decade ago…
How to overcome technological stalemate in Australian family offices
Though the family office market in Australia continues to go from strength to strength, it…
On building modern and future-ready family offices
The common misconception is that the family office asset management style only suits ultra-high-net-worth individuals…