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,...

Author: Marcus Baram As family offices expand their reach around the globe, the need for a private jet for business and personal use has become even more of a necessity. It has also become easier due to the rise in fractional ownership and the growth of charter service providers such as NetJets, ...

As family offices increasingly rely on software to manage financial data, just how secure are these solutions? Cybersecurity is a major concern for family offices, consistently raised in thought leadership pieces, global family office reports and discussion panels at conferences. A commonly quote...

In cybersecurity, there’s a common belief: the more valuable the target, the more determined the attacker. Family offices are increasingly in the crosshairs of sophisticated cybercriminals. These bad actors aren’t just after financial assets—they also target confidential investment strategies, legal...