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...
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 manag...
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 ...
Credit COVID-19 for a new trend among family offices: Increasingly, they’re being called on to handle nearly every aspect of lifestyle planning. Compe...
For family offices, complexity is embedded in every function. Multiple entities, cross-border ownership structures, illiquid assets, private investmen...
In today’s rapidly evolving world, ultra-wealthy families are facing a new era of complexity. From shifting demographics to technological disruption a...
As family offices continue to evolve into highly sophisticated organizations, their operational infrastructure must keep pace with the increasing comp...
