Newest Insights about Operations

florida family offices
Jurisdictions

Known for its favourable tax regime, Florida offers significant advantages that can impact wealth preservation, growth, and succession planning. This article explores how Florida's tax environment affects family offices, highlighting key benefits and strategic considerations.

All Insights about Operations
Using Human Rights and a rights-based approach for investor engagement
Using Human Rights and a rights-based approach for investor engagement
Psychodynamics

A rights-based approach is a conscious and systematic integration of human rights and rights...

What can ultra-affluent clients learn from the origins of a multi-family office?
What can ultra-affluent clients learn from the origins of a multi-family office?
Operations

By understanding the origin of a multi-family office, clients can gain some unique insight into the...

The history of family office regulation
The history of family office regulation
Legal

The collapse of Archegos Capital Management heightened calls for regulation of an untamed industry...

Level up your operations with family office technology
Level up your operations with family office technology
Software

Technology is crucial for family offices in order to automate and optimise data, which can help...

An introduction to fiduciary holding structures
An introduction to fiduciary holding structures
Operations

Fiduciary holding structures can be useful to wealthy families. Here’s a brief overview of these...

How family office reports can meet decision-making needs
How family office reports can meet decision-making needs
Operations

Using the right kind of family office report can help streamline decision-making. We’ve rounded...

Impact: Investing in sustainable life below water
Impact: Investing in sustainable life below water
Impact

The 14th SDG, as set out by the UN, aims to conserve and encourage the sustainable use of the...

How to create multi-generational wealth
How to create multi-generational wealth
Operations

Creating multi-generational wealth isn't only about finances and investments to last across...

How wealth management is adopting digital financial services
How wealth management is adopting digital financial services
Digital

As family offices become more comfortable with digital business transactions, advisers are...

What you need to understand about trusts
What you need to understand about trusts
Operations

Trusts in common law countries are commonly used as a tool for private wealth structuring and...

A family office strategy for navigating the new normal
A family office strategy for navigating the new normal
Operations

The second year of a pandemic has meant shifting from survival mode to re-establishing a new...

Next-generation transition: how to prepare to pass the family business on
Next-generation transition: how to prepare to pass the family business on
Governance

Preparing the next generation to take over the family business requires some thought, but it...

The case for interdependence in a family business
The case for interdependence in a family business
Governance

Interdependence, where there is mutual reliance on other family members, signifies that there is an...

The philosophy and principles of family governance
The philosophy and principles of family governance
Governance

A successful family is measured by more than its wealth. Following three simple guiding principles...

The ownership advantage
The ownership advantage
Operations

While operational involvement in a family business has declined in some cases, there's been an...

Swiss family offices and Sparks: what the SIX segment means
Swiss family offices and Sparks: what the SIX segment means
Investments

SIX recently introduced Sparks, a new SME-focused segment on the stock exchange that appeals to...

How family offices can deal with death in the family
How family offices can deal with death in the family
Governance

The hardest part of dealing with death is realising that all you have are memories of yesterday and...

Managing conflict within a family business
Managing conflict within a family business
Foresight

Conflict and turbulence within a family – and a family business – are nothing new. If not...

Family office running costs are rising – and why that’s a good thing
Family office running costs are rising – and why that’s a good thing
Digital

In 2020, the costs of running a family office rose, with most of these attributed to staffing and...

An introduction to emerging market investment in Eastern Europe
An introduction to emerging market investment in Eastern Europe
Operations

It has been 32 years since the transition began in post-communist countries. Despite this...

Why conscious ownership is critical for future-focused family enterprises.
Why conscious ownership is critical for future-focused family enterprises.
Ownership

In order to transition their enterprises beyond generations, family businesses must embrace what is...

The impact of matriarchal and patriarchal roles in family business
The impact of matriarchal and patriarchal roles in family business
Next Generation

Most families have an anchor, often identified as a matriarchal or patriarchal figure. A dominant...

The unique governance challenge of mixed culture families
The unique governance challenge of mixed culture families
Governance

Globalisation has seen the world become a global village. In this global village, a new complexity...

The future of the family office wealth advisor
The future of the family office wealth advisor
Leadership

Family offices come in many shapes and sizes, as do the advisors who serve them. Increased...

Successful on and off the stock exchange –  governance practices in family firms
Successful on and off the stock exchange – governance practices in family firms
Governance

The stock exchange and family firms – two irreconcilable terms upon first glance. Going public...

Seven governance risks that could impact your family office
Seven governance risks that could impact your family office
Governance

The need for privacy and more control over wealth and assets has seen the number of family offices...

Made in Germany: five best practices of German family offices
Made in Germany: five best practices of German family offices
Jurisdictions

What made family offices in Germany successful and how are they resetting for the new normal? We...

Genomics and epigenetics: new tools for promoting family legacy
Genomics and epigenetics: new tools for promoting family legacy
Genomics

Imagine a seemingly healthy 35-year-old family member assumes the CEO position of a core global...

How to gain a birds-eye view by understanding family office services
How to gain a birds-eye view by understanding family office services
Operations

Family offices rarely think about their operating costs in basis points – surprising when such a...

What family offices should know before setting up in Singapore
What family offices should know before setting up in Singapore
Jurisdictions

Singapore might be the answer for many Western family offices looking to bridge family values and...

Women on board: enhancing leadership in family firms
Women on board: enhancing leadership in family firms
Ownership

Over the past 5-10 years, there has been an increasing focus on the importance of women in...

How service design can transform the family office structure
How service design can transform the family office structure
Operations

Ralph Waldo Emerson once said, “Every great institution is the lengthened shadow of a single man...

How psychodynamics can drive better decision making in family businesses
How psychodynamics can drive better decision making in family businesses
Ownership

A changing set of realities, norms and values are underway in the face of an accelerating climate...

How to overcome technological stalemate in Australian family offices
How to overcome technological stalemate in Australian family offices
Jurisdictions

Though the family office market in Australia continues to go from strength to strength, it is a...

Why emotional intelligence is the key to intergenerational succession
Why emotional intelligence is the key to intergenerational succession
Next Generation

Intergenerational succession represents a significant challenge to family business. Though a common...

Emerging risks in the family office sector
Emerging risks in the family office sector
Operations

Today’s business leaders have to navigate an increasingly complex risk environment. Although not...

Using life stages to professionalise the family business
Using life stages to professionalise the family business
Ownership

Many businesses with humble beginnings have been able to weather change and grow into empires....

How Asian family businesses respond to four global challenges
How Asian family businesses respond to four global challenges
Jurisdictions

Although certain business challenges are universal to family offices across the globe, the way in...

5 lessons for family offices from HBO's Succession
5 lessons for family offices from HBO's Succession
Communication

HBO’s mega-series Succession follows the decaying empire of a dysfunctional media family - a...

Legacy and succession planning trends and advice
Legacy and succession planning trends and advice
Next Generation

Only 3% of family-owned businesses survive until the fourth generation and beyond. There appears to...

Opportunities & obstacles for African family offices
Opportunities & obstacles for African family offices
Jurisdictions

Africa marches to her own rhythm. Besides her unrivalled natural beauty, the continent is blessed...

Simple solutions for complex times.