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Navigating the complexities of financial management can be overwhelming for family offices without the right systems in place. From consolidating data across entities to ensuring accurate and real-time reporting, the demands can often feel unmanageable. With Sage Intacct, family offices gain a powerful platform designed to address these challenges head-on. This ultimate guide explains how Sage Intacct delivers enhanced financial transparency, simplified multi-entity consolidation, and improved reporting capabilities.

Through 2048, an estimated $124 trillion in wealth is expected to pass from older to younger generations in the U.S. Additionally, $50 trillion will pass laterally to surviving spouses, the large majority of whom will be women, before making its way down to children. Known as the Great Wealth Transfer, it comes with responsibility for both the owners and inheritors of wealth. Here, five steps are outlined to help you and your family prepare for the change that also represents a shift in power with younger generations stepping into their financial strength.

As with any technology, change happens gradually, not overnight. And GenAI is no different. While it may seem to many that the AI enterprise adoption is at a standstill because the financial benefit is not yet evident, important steps are happening behind the scenes that are setting the stage for broader scale adoption and monetization in the not-too-distant future. In this report, we address the common questions about the generative AI theme.

The transition of wealth and leadership between generations poses unique challenges for a family, their family office, and their business and investment interests. These risks go beyond financial concerns, often focusing on obstacles that threaten successful generational transitions and the preservation of the family’s legacy.

College graduation is an exciting event, but it can be filled with uncertainty with the start of a job that brings new responsibilities and decisions. To help with the transition, it's time to plan your financial future. To get started, here are helpful tips on budgeting and spending money wisely, checking your credit score, saving for retirement, understanding your company’s benefits, monitoring and protecting your online activity (both financials and social posts), building your business skills, and more.

Owners of family businesses sometimes find themselves spending more time working in the business than working on it, specifically on ensuring its longevity. This is partly due to dynamics which may require owners to choose between what’s optimal for their business and what’s best for their family.

When selecting a structure for your venture investments, there are key factors for family offices to consider, including having discussions to understand the objectives of the investment and the circumstances of potential investors.

It’s not easy to plan for the unexpected while also caring for your family and taking care of yourself. In this episode of Invested: Advancing Women in Work and Wealth, meet Samantha Russell, Chief Evangelist at FMG, and Linda Grant-Smith, Wealth Strategist at Baird, about their personal and professional experiences with caregiving. Both share their individual stories and share their advice on how women can prepare for a range of caregiving roles and family life stages, including prenuptials, parenting and childcare, and end-of-life planning.

Going to college is a major milestone—and for many members of the sandwich generation, it’s important to know how to get ready for that big moment, both from a financial and emotional perspective. Learn more about the College Planning topic in this episode of Invested: Advancing Women in Work and Wealth.

Being an entrepreneur provides the opportunity to express your creativity and values through the work you do and to have ownership over every stage of that process. It also means honing an almost superhuman ability to keep track of every stage of operations, business goals, and business needs, while also trying to live your purpose. As such, it is especially important to take time to understand what your goals are and how you want your business to express itself in the world.