Category: Family Office

As the wealth management needs of multigenerational families grow increasingly complex, many family offices are turning to private banking advisory services to augment their in-house capabilities. This specialized support can...

As family offices grow in complexity to manage multi-generational wealth and diverse investment activities, their legal structures and jurisdictions have significant tax ramifications that must be carefully evaluated....

As family offices grow in complexity to manage multi-generational wealth and diverse investment activities, their legal structures and jurisdictions have significant tax ramifications that must be carefully evaluated....

As values-based investing moves further into the mainstream, family offices are emerging as leaders in adopting impact and environmental, social, and governance (ESG) investment approaches aligned with their legacies....

The relationship between private equity firms and family offices has strengthened substantially in recent years, with both entities finding mutual benefits from increased collaboration and investment activity between them. This...

As the global economic landscape rapidly evolves, family offices must stay attuned to major market trends shaping the investment environment. Looking back at past market data with a focused lens,...

As environmental, social, and governance (ESG) factors take on increasing As environmental, social, and governance (ESG) factors take on increasing importance, family offices are getting on board with sustainable investing....

While family offices have traditionally relied heavily on fund investments, an increasing number are pursuing direct investment strategies. This shift is driven by a desire for greater control, customization, and...

For family offices and those managing significant multigenerational wealth, ensuring the longevity and growth of those assets across multiple generations is a complex endeavor. Between evolving tax laws, economic uncertainties,...