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.

Oct 15

Complete Guide to Tax-Efficient Investing Strategies

Tax-efficient investing explained for family offices: explore investment types, key strategies, regulatory frameworks, and hidden pitfalls in this comprehensive guide.

Oct 14

Understanding the Role of Estate Planning for Wealth Management

Explore the role of estate planning in wealth management, emphasizing its importance, underlying concepts, and practical applications.

Oct 13

10 Powerful Examples of Investment Strategies

Explore 10 powerful examples of investment strategies to enhance your portfolio and achieve financial goals as a high-net-worth investor.

Finlight integrates with Bloomberg PORT

Finlight, an asset management software for family offices, is now seamlessly integrated with Bloomberg’s Portfolio & Risk Analytics solution, PORT.

Knock out COVID-19: 9 Tips To Manage Your Remote Startup Team Efficiently

Coronavirus pandemic changes the work culture across the globe right now. In fact, it has already introduced a remote model in the daily life of many companies that earlier had no clue that business

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.

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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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Recently added family offices

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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Future Family Office is a single space for everything in the world of family offices & professionalized UHNWI investors. By making this traditionally opaque space more accessible & democratised, we hope to help the industry set new standards.

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