If you’re familiar with Greycourt & Co. Founder Greg Curtis, you know that his blog is always a good read. His recent series on common mistakes fa...

While process was at the forefront of this year’s Forum, the most poignant moments of the event dealt with why families stick together — the beliefs a...

We recently held our annual Fall Forum in Chicago. This year’s theme was “The Butterfly Effect,” which reflects the theory that a change as subtle as ...

Many families have managed their wealth for generations and have healthy, productive and successful sixth- and seventh-generation family members to sh...

The following insight is a contribution from TriState Capital, a Thought Leaders Council member of the Family Office Exchange.Let’s look at the overal...

The following blog post is a contribution from TriState Capital, a Thought Leaders Council member of the Family Office Exchange.Early Monday morning a...

The following blog post is a contribution from Ascent Private Capital Management, a Thought Leaders Council member of the Family Office Exch...

Systems security and finding a software solution that integrates financial data across multiple functions rank as family offices’ top technology conce...

The following blog post is a contribution from Ascent Private Capital Management of U.S. Bank, a Thought Leaders Council member of the Family Off...

There is a startling statistic in the recent FOX Benchmarking Report: Technology in the Family Office. Ninety-seven percent of family offices claim to...