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.
Sustainable growth within this fast-evolving world of family offices requires an agile, proactive approach and a thorough understanding of the emerging trends. Here's our roundup of the top 10 trends that will affect family offices in 2019.
Although the family office investment approach remains relatively risk-averse, there are shifts taking place, not only between asset classes but also within traditional asset classes themselves, as innovative investment options emerge.
Family offices often look to banks more for guidance and help understanding key trends and unique opportunities & threats within this sector is. What are the main areas banks are telling family offices to focus on?
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