Family Office

NEWS

One Big Beautiful Bill: A New Era for Family Offices

While headlines focus on AI earnings and Fed policy, a landmark U.S. tax reform has quietly reshaped the future of generational wealth. The “One Big Beautiful Bill” introduces sweeping, permanent changes that will redefine how family offices manage succession, structure estates, and invest for the long term.

Sep 26
Multi-Family Office FAQs

Multi-family offices have rapidly advanced over the past several years, essentially reforming the mechanisms and efficiency of asset management. While this transformation continues to add value for high net worth families and individuals ar...

Sep 25
Banking’s Next Great Innovation

Ever since Bill Gates famously stated that “banks are dinosaurs” back in 1994, the industry has been careful to stay up-to-date with emerging tech developments and trends to avoid their predicted extinction. And while many innovations have been implemented by most of the world’s leading banks, they all seem to focus predominantly on consumer banking services.

Sep 24
Key Findings From The Leading Family Office Benchmark Report And What They Mean For You In 2020

Today, UBS, in partnership with Campden Wealth Research, released the 2019 edition of its annual report on the Global Family Office.

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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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