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 ‘...

On December 13, 2023, the Financial Accounting Standards Board (FASB) issued its much-anticipated Accounting Standards Update (ASU) on accounting for and disclosure of crypto assets. This ASU is the first official guidance under US generally accepted accounting principles that addresses the accounti...

Get ahead of cyber risk. As phishing and ransomware attacks advance in efficiency and scale, the financial motivation that fuels cyberattackers is stronger than ever. Due to the level of wealth that is managed, family offices are a particularly attractive target. Families have paid up to $500,...

At Accordant Global Partners (AGP), we serve some of the most prominent families, corporations and business leaders in the world. We are our clients outsourced Chief Security Officer and operations team. Our Purpose is to ensure the families and organizations under our protection remain resilient to...

Prenuptial agreements are becoming increasingly popular and standard for couples, especially for wealthy families and individuals. These agreements, when implemented well with reputable legal experts, provide a relatively predictable method for asset protection and planning. However, navigating the ...

In December 2022, Congress passed the Securing a Strong Retirement Act of 2022, commonly referred to as the SECURE 2.0 Act. The SECURE 2.0 Act includes a multitude of provisions, many of which affect employer-sponsored retirement plans and individual retirement accounts. In this article, we here ...

There’s no limit to the number of hours a family office can spend mired in PDFs and spreadsheets tracking private investments. Information on private investments is spread out among numerous data providers and fund managers, sometimes numbering in the hundreds. Each source presents data in its un...

With love in the air this Valentine’s Day, there’s no better time to be looking for a partner! The question remains however, where and how do you look and how do you do so safely? In the fast-paced world of dating apps, maintaining privacy is crucial, especially for high net worth singles. Here a...

In the ever-evolving landscape of finance and wealth management, family offices are experiencing a paradigm shift propelled by advancements in technology. Traditionally, family offices have been known for their personalized and comprehensive approach to managing the financial affairs of high-net-wor...