Enjoy a recap of the 2024 Family Office & Wealth Advisor Forum by Erin Hulse, Founder of Deviate Consulting. DAY 1 | DAY 2 | DAY 3 Monday, July 15, 2024 | Day 1 Unlocking the Value of Time Capital John K. Coyle, Design Thinking Expert, Olympic Medalist, and Emmy Award Winner ...

By Peter Cunha, Director of Business Development Imagine having the power to be agile enough to dive deep into your endowment portfolio with just a few clicks. Diving deep within an endowment portfolio presents challenges requiring careful management and sophisticated tools. The complexity of ass...

By Wendy McCoy, Chief Strategist As an early advocate for AI-enhanced solutions during my time at IBM, it's surprising to suggest that family offices carefully consider the deployment of cutting-edge AI tools. While these tools can certainly support lean staffing models managing vast amounts of d...

Read this if you are interested in artificial intelligence (AI). Everyone is talking about AI right now. With the technology accelerating so fast, companies and individuals are struggling to figure out the impacts: Will it be helpful for businesses? Will it be harmful for employees? Will it ...

Read this if you are a business owner. At BerryDunn, we deal with company valuation on a daily basis. For example, consider the value of the following two hypothetical companies. Anita owns A+ Manufacturing, a car parts manufacturer that employs 100 people. Roger owns a very similar company...

Picture this: the sun-kissed waves gently lapping against the hull of your private yacht, the salty breeze whispering tales of undiscovered treasures. When seeking the epitome of opulence and adventure, there's nothing quite like a bespoke yachting holiday through azure waters. In recent years, t...

One of the most distinctive features of family office capital is the personalized way each family looks at their investment objectives of risk, return and liquidity. This is particularly challenging in an era of rapid technological and informational change that requires balancing the digestion of ne...

In the world of family offices, security concerns often take a backseat to wealth management and asset protection. However, when a crisis strikes, the need for a Chief Security Officer (CSO) becomes paramount. This case study delves into the remarkable journey of a new CSO who, thrust into a whirlwi...

Peter Schatoff, Senior Relationship Manager According to a survey of KKR’s network of family offices, 52% of their portfolios will be invested in alternatives in 2024. As the alternative asset category continues to grow in size and scale within our client’s portfolios, it is only natural tha...

At Boutique Matchmaking, we understand that comprehending and speaking the love language of loved ones can enhance bonds and relationships. Gary Chapman's principles of the 5 Love Languages provide valuable insights into how individuals express and receive love. But what exactly are ‘...