In today’s increasingly complex financial landscape, family offices are under pressure to evolve. Rising operational demands, talent shortages and cybersecurity threats are prompting even legacy firms to rethink how they operate. Outsourcing, once viewed primarily as a cost-cutting measure, has emer...

In the world of business, debt is a familiar concept. There’s financial debt, the capital companies borrow to expand, and technical debt, the result of software development shortcuts taken to meet deadlines. But a third, more insidious form of liability—operational debt—is silently accumulating in b...

Executive Summary Family Offices rely on trusted vendors — accountants, advisors, lawyers, and lifestyle providers — to run efficiently and protect the family’s legacy. But each vendor represents a potential entry point for cyber attackers. While internal controls may be strong, vendors often int...

On July 4, 2025, the One Big Beautiful Bill Act (OBBBA) was signed into law, ushering in sweeping tax reforms that have significant implications for family offices. Designed to enhance tax efficiency and long-term planning, the OBBBA introduces new opportunities across five critical domains: small b...

By H.E. Mohammad Ali Rashed Lootah, President & CEO of Dubai Chambers Family offices and private capital holders across the United States and other mature economies are increasingly turning their attention to the Middle East, with Dubai standing out as a prime destination. This reflects a w...

Have You Ever Googled Yourself and Found Your Address? If so, you're not alone. In today’s hyper-connected world, personally identifiable information (PII) is more exposed than ever. Your name, address, phone number, email, and even financial details can be scraped, sold, and weaponized in way...

At the end of this year, a tax break that has helped the ultra-wealthy pass on millions without paying a dime in federal estate taxes is set to shrink dramatically — and family offices are scrambling. The “One, Big, Beautiful Bill,” President Trump’s proposed tax and spending legislation, would p...

The family office and financial technology space has begun to feel the impact of artificial intelligence (AI) as it is reshaping the way data is managed, portfolio accounting is conducted, and workflows are streamlined. At the same time, AI introduces complexities and challenges that must be address...

As family offices grow and their operations become more complex, many find it harder to attract and retain the top-tier talent needed to manage their expanding wealth. Recruiting challenges — from cultural fit and relatively lower compensation to a wider range of responsibilities — make it diffic...

Credit COVID-19 for a new trend among family offices: Increasingly, they’re being called on to handle nearly every aspect of lifestyle planning. Competent financial management is now just a starting point. Family offices are no longer merely financial stewards. Today’s ultra-high-net-worth famili...