Family Office Service Providers
Outsourcing chief investment officer for family offices
Operations
Family offices encounter distinct investment challenges, and Outsourced Chief Investment Officers (OCIOs) are emerging as the solution. This insight discusses how OCIOs streamline investment activities, provide access to specialised expertise, and tailor investment strategies.
From possessions to experiences: Trends in high-net-worth lifestyle management
Luxury & Lifestyle
As the next generation of family offices takes over, lifestyle managers are becoming aware of the increased desire for more meaningful experiences, rather than possessions.
Expanding professional networks through family office networking groups
Leadership
By joining a reputable networking group, family offices can connect with their peers, service providers, and experts worldwide. They can also access the latest industry practices and technology developments to position themselves to take advantage of emerging opportunities.
Multi-family office vs wealth managers: What is the difference?
Operations
The world of private wealth management can be extremely complex, with a multitude of different terms, services, and providers. While multi-family offices and wealth managers can offer critical services to help preserve and grow the wealth of the world's wealthiest families, the terms are often used interchangeably, leading to confusion among clients about what each actually does and which one is the right one to choose.
Our case studies dissect the success stories of family offices, their clients and service providers.
The Dell family's investment powerhouse: MSD Capital's journey to prominence
Case Study Operations
Leading with Purpose: What Walton Enterprises Is All About
Case Study Purpose
We also profile success stories between family offices and their providers. Do you think you have a case worth sharing?
Get in touchOur guides provide easy-to-use resources for various family office needs.
Our experts help wealth owners to use their capital to create the world they would like to live in.
In the media
In the media
