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.

Sep 28

What is Philanthropic Planning? A Deep Dive into Its Importance

Explore what is philanthropic planning and understand its significance, concepts, and how it shapes charitable giving strategies for wealthy individuals.

Sep 27

7 Key Succession Planning Strategies for Success

Discover 7 essential succession planning strategies to ensure a smooth transition and lasting legacy for your wealth management.

Sep 26

DBS-backed multi-family office platform reaches $780m, eyes $1.56bn by 2026

DBS Private Bank, part of Singapore’s largest lender DBS Group, announced that its multi-family office platform has surpassed S$1 billion (US$780 million) in assets under management just two years after launching. The bank expects this figure to double to S$2 billion (US$1.56 billion) by the end of 2026. Family offices are private investment structures used […]

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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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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