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...

For family offices, complexity is embedded in every function. Multiple entities, cross-border ownership structures, illiquid assets, private investments, and layered governance frameworks create ongoing operational demands. But what consumes disproportionate energy in many family offices is not mana...

In today’s rapidly evolving world, ultra-wealthy families are facing a new era of complexity. From shifting demographics to technological disruption and geopolitical uncertainty, the traditional family office is being redefined. In his insightful article, Peter Moustakerski, CEO of Family Office Exc...

Richard Corn, CPA, Director of Product Management, BILL “AP is too manual. It takes too much time.” I often hear these types of comments when I speak with family offices about bill pay. Traditionally, the bill pay process requires labor-intensive steps across spreadsheets, emails, paper checks...

As family offices continue to evolve into highly sophisticated organizations, their operational infrastructure must keep pace with the increasing complexity of wealth management, governance, and intergenerational engagement. While most have invested heavily in financial oversight and legal structuri...

Nathan Palmer, Tax Manager, and Kobe Ramanan, Tax Specialist Berry, Dunn, McNeil & Parker, LLC The House and Senate agree on an increased lifetime gift and estate tax exemption – $15 million for individuals, or $30 million for married couples, indexed for inflation. As the “One Big...

Empowering the Rising Generation: Why Estate Planning Must Include Education Mindy Kalinowski Earley | March 1, 2025 Full article titled “Rising Gen Engagement and Education: An Essential Component of the Estate Planning Process” published in Investments & Wealth Review (March/April 2025),...

Imagine it’s 2 a.m., and you’re squinting at a spreadsheet, trying to untangle your family’s investments, tax obligations, and that charitable foundation you promised to fund. Your kids are emailing their own financial puzzles, and you’re wondering how it all ties into your legacy. The next morning,...