This article highlights how Family Office principals and wealthy families can face significant security and privacy risks even without a high public profile. The primary threat is not visibility or fame, but “readability”—the ease with which publicly available information from property records, corporate filings, data brokers, media coverage, and s...
This report provides a comparison of Hong Kong and Singapore as family office jurisdictions, examining differences in tax incentives, regulatory requirements, immigration pathways, and wealth management ecosystems. It outlines the structural trade‑offs of each market and offers a practical decision framework to help families align jurisdictional ch...
The family office industry is constantly evolving, and the family offices that embrace the changing dynamics continue to be successful in achieving their overall purpose. As in the first edition, this second edition of the Plante Moran Family Office Book provides timely and relevant insights to help family office professionals manage, operate, and ...
As Family Offices grow more complex, many leaders assume the answer is to build more in-house infrastructure. But for many families, the better path is a more flexible accounting model; one that delivers timely reporting, stronger controls, and the right level of support without overbuilding internal teams.
This report analyzes survey data from over 100 estate managers and Family Office professionals, revealing that security gaps stem less from budget constraints and more from weak governance, fragmentation, and lack of training. Despite increasing risks—especially AI-enabled threats—most families operate reactively, with limited documentation, insuff...
This piece highlights the growing gap between how ultra-high-net-worth families manage financial assets versus their physical wealth—such as homes, collections, and staff—which often lacks structure and governance. As tangible assets increase in complexity, families face operational inefficiencies, knowledge gaps, and heightened risk exposure. This...
This guide explains how landowners can approach ground lease renegotiations when a tenant requests an extension. As the remaining lease term shortens, the tenant’s improvements often lose value, become harder to finance, and grow less attractive to buyers. A well-structured extension can benefit both parties: the tenant gains a longer operating run...
This report highlights the growing pressures organizations face from rising healthcare costs, evolving workforce expectations, and rapid advancements in areas like specialty pharmaceuticals and AI-driven benefits management. It outlines four key themes—population health, pharmacy trends, healthcare economics, and workforce dynamics—showing how thes...
This is the first of a four-piece series, "Investing in Private Markets: Best Practices for Family Offices". This article introduces how Family Offices can build a private markets program from the ground up, emphasizing the long-term benefits of private equity and private debt for multigenerational portfolios. It explains that while priv...
This is the second of a four-piece series, "Investing in Private Markets: Best Practices for Family Offices". This article outlines best practices for constructing a private markets portfolio, emphasizing the importance of long-term planning, liquidity awareness, and disciplined execution. It explains how factors like the J-curve, pacing plans, ...