The rapid changes in technology are all around us and the latest financial technology developments feature in the news daily. But what does it mean to the family office?
Today’s young adult family clients – specifically those who identify as Millennials or Gen Y – are bringing a distinct set of preferences and sensibilities to their relationships with their most tr
With all of the news about foreign state intrusions into U.S. systems, it’s easy to forget that there are other risks.
One of the most important roles of a family office is that of family risk manager. There are many risks facing wealthy families and family offices should establish and maintain an effective risk
Financial reports provide family members with a consolidated picture of their wealth holdings, allowing them to make fully informed decisions about their future.
Family office executives are always looking for ways to improve their financial reporting packages and their client relationships.
Intended to serve as a starting point for family office executives and wealth owners who are considering a transition in their family office technology platform, this comprehensive guide provides
The wealth advisory industry is growing at an unprecedented rate as more and more registered investment advisors, financial institutions, and accounting and law firms are attracted by strong clien