When family offices evaluate what they need in their tech stack, a CRM is often overlooked. That is completely understandable. After all, isn’t a Customer Relationship Management system used primarily for sales and marketing? Why would my family office need tools to help us with sales, which is irre...

As the global tax landscape grows more complex and dynamic, family offices are facing mounting pressure to modernize their tax operations. What was once a routine back-office function has evolved into a strategic imperative—one that demands agility, expertise and alignment with long-term family goal...

Across the family office landscape, technology has transformed how wealth is managed. We have new and intuitive ways to generate reports and analyze trends, which is a great improvement from previous laborious processes. Yet, beneath the dashboards, an imbalance remains: while front-office operat...

When families establish family offices, they aim to tackle the complexities of their wealth, focusing on their investments, their business assets, and their financial risk. Meanwhile, at home, their everyday lives become increasingly complex as they purchase homes, art, cars, and more. Their fami...

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...