Family Office Service Providers
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: 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 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
Governance
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.
Transforming Family Office Communication with Trusted Family
Case Study Software
We also profile success stories between family offices and their providers. Do you think you have a case worth sharing?
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