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venture capital investing family office

Want to try venture investing? It isn’t as easy as you might think

Venture Capital

Venture investing might seem like a straightforward way of achieving bumper returns. But there is more to it than some family offices realise, demanding the right balance of skills, experience, and resources.

crm for family offices

CRM for family offices: The next generation of family office communication

Cyber Security

In family office management, the role of Customer Relationship Management (CRM) software has evolved significantly. Traditional CRM systems have paved the way for a new breed of software tailored specifically for family offices. This insight explores how next-gen CRM solutions go beyond simple contact management, transforming how family offices manage relationships, harness data, and optimise operational efficiency.

lifestyle concierge family offices

Lifestyle concierge services for family offices

Luxury & Lifestyle

As the world evolves, so do the expectations of high-net-worth individuals and affluent families. To meet these changing demands, family office concierge services are elevating their game. Our insight focuses on family offices' lifestyle and concierge services and how they have expanded to keep up with the times.


Family capital and governance: Navigating wealth beyond rich lists


While they might seem innocuous, 'rich lists' tend to be quite limited in gauging wealth. When it comes to good governance, family offices should rather look at the concept of family capital, a broader concept encompassing family well-being, decisions, knowledge, and health. By questioning the reliance on numbers, advisors will encourage a comprehensive view of wealth that includes family dynamics and governance in wealth management.

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


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