Family Office

NEWS

Where Billionaire Family Offices Placed Their AI Bets in November

Family office investment activity remained subdued in November despite the typical year-end uptick seen on Wall Street.

Apr 22

1031 Exchange Covid-19 Extension Calculator

Legal 1031 Exchange Services, LLC, a national qualified intermediary for 1031 exchanges, and a subsidiary of Kensington Vanguard National Land Services, announced today that they have created a web based Covid-19 1031 exchange extension calculator.

Apr 20

Giving in the Time of COVID-19: Tips from Foundation Source

More news about: Foundation Source

Apr 20

Does Impact Investing Always Come At A Price?

Many impact-curious family office investors question whether achieving a measurable positive impact goes hand-in-hand with returns or if they'll have to sacrifice these earnings for the greater good.

Get Ready for the Rebound

During stressful times, it’s harder and much more important to be strategic. There are actions you can take today, with the time you have in front of you that can drive durable gains.

How reliable is Excel in a period of crisis?

The scenario is always the same: we feel confident that things are under control or, at least, manageable. Still, we get caught by a black swan that no one can really predict.

Finlight and LINKS Analytics announce a new partnership

Finlight, an asset management software provider for family offices, today announced that it had partnered with LINKS Analytics.

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It wasn’t until the 1980s that family offices started to multiply, first in the US, then elsewhere. It was around that time that the wealth held by families began to grow at a significantly faster rate.

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The latest family office additions

Oak Island Ventures

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http://www.oakislandventures.com/

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Matter Family Office

At Matter, families are our number-one priority. We lead the way on a purpose-driven path that supports your…

https://www.matterfamilyoffice.com

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ULATAN HOLDINGS INC

Ulatan Holdings, Inc. (UGI) is a family-owned corporation based in New York, NY. We have a broad investment…

HTTPS://UGICAPITAL.COM

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Service Providers

Need help? We have providers for everything from software to financial advice. Here are our latest community members.

Landytech

Powering the modern family office for generations to come

https://www.landytech.com

SS&C Technologies - Private Capital Group

Eliminate the cost, risk and time of integrating disparate systems

https://www.ssctech.com/solutions/products-a-to-z/ss-c-private-capital-group

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