As ultra-high-net-worth (UHNW) families navigate the intricate web of assets, investments, and complex legal structures, the task of tax preparation becomes a formidable challenge. Even when relying on external CPAs,… CONTINUE

Educating individuals about the intricacies of a family office involves understanding its fundamental role in risk management. A member of a family office once experienced a revelatory “lightbulb” moment, recognizing… CONTINUE

Driven by advancements in machine learning and generative AI, this technology is making remarkable strides across virtually all sectors of white-collar professions, with family office services being a prime example…. CONTINUE

The increasing accumulation of wealth has led to a surge in the establishment of family offices by ultra-high-net-worth individuals and families. The attraction lies in the increased control, visibility, and… CONTINUE

In the family office world, the issue of governance is prominent. Discussions, theories, and various approaches to governance are the subject of numerous books and conference sessions. Governance ultimately provides… CONTINUE

Family offices have increasingly discovered that technology and strategy are inseparable. Technology has an inner logic that simply must be considered in strategic planning—the process of creating a concept of… CONTINUE

Resilient = Adaptive Psychologists define resilience as the process of adapting well in the face of adversity, trauma, tragedy, threats, or significant sources of risk. For family office’s, the need… CONTINUE

All family offices rely on software to help run their operations. While many of these packages are routinely updated, they may no longer meet the needs of a modern office…. CONTINUE

Family office technology and automation Along the technology journey toward automotive automation and self-driving cars, experts frequently talk about five levels of automation, ranging from no driving automation whatsoever (Level… CONTINUE

When it comes to elevating the “customer experience” to improve client satisfaction and results, today’s family offices could learn a thing or two from Starbucks. Starbucks has succeeded in turning… CONTINUE