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 19

Citi Wealth unveils 2025 Global Family Office Report

Citi Wealth has published its 2025 Global Family Office Report, providing insight into the priorities and strategies of some of the world’s most sophisticated investors. Compiled by Citi Wealth’s Global Family Office Group, which works with more than 1,800 family offices globally, the report draws on feedback from 346 family offices across 45 countries who […]

Sep 19

Understanding Single Family Office: Wealth Management Explained

Explore single family office concepts, understand their significance in wealth management, and learn how they operate for ultra-high-net-worth families.

Sep 18

Understanding Succession Planning in Family Offices

Delve into succession planning in family offices for a comprehensive understanding of its importance and operation in wealth management.

Drive Durable Gains

Family Office List provides the essential direct contact details needed to initiate a connection and begin building virtual relationships with the decision-makers at Family Offices.

What's Really Your Personal Liability with PPMs

As you begin to learn how to include personal liability in a PPM, you’ll want to know some of the challenges of doing this, as well as overall financial and personal responsibility.

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

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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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