Family Office Service Providers

venture deal flow

Family offices and venture deal flow – the holy grail

Venture Capital

For family offices looking to grow their venture portfolios, generating, and managing deal flow is a significant challenge. From building a pipeline of startups to filtering out the most promising deals, what’s the best way to approach it?

family succession planning

How to start family succession planning

Next Generation

Succession planning is often a thorny obstacle for families to overcome. Sensitive as all issues of this nature are, it is often tempting to put off discussions to avoid conflict. However, smart succession planning is essential to a family empire for a number of reasons, and with the right action plan, it can be handled without undue infighting.

6 family office trends in direct and venture capital investments

Venture Capital

Family offices have become a significant agent in global investments and innovation in the last decade. Despite recent turbulence, such as the Covid-19 pandemic and the disruptive global recession, family offices continue to remain positive regarding investments.

how to build a family office

The 5 building blocks of the future family office

Operations

Every family office is looking for ways to safeguard its future, but what will set the next generation of family offices apart from others?

Our case studies dissect the success stories of family offices, their clients and service providers.

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We also profile success stories between family offices and their providers. Do you think you have a case worth sharing?

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Our guides provide easy-to-use resources for various family office needs.

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In the media

Simple solutions for complex times.