The family office landscape is opaque by nature. This makes finding, approaching and maintaining strong relationships with those in the private wealth space daunting and laborious tasks for many. Given their unique standards and preferences, individuals and funds targeting this wealth channel require a creative approach to ensure effective engagement.
Family office professionalization doesn’t have to wait. It can occur even before the office is formed during the family business lifecycle and should be planned for at each stage. Here’s an in-depth look at how this can be achieved.
On this episode of The Family Business Voice, Chris Yonker asserts that the overall health of an organisation – family businesses notwithstanding – depends on self-assurance and productive interaction in the workplace. Embarking on the journey to uncover these behaviours in ourselves and those around us is a step towards achieving harmony.
Family offices continue to reassess traditional approaches to asset allocation, ultimately shying away from the conventional methods of portfolio construction.
With increasing globalization, business challenges are becoming quite similar for both Western and Asian family offices. Although themes like the rapidly accelerating pace of change, succession and the emergence of environmental and social consciousness are surfacing across the globe, it is interesting to learn how Asian family offices deal with these challenges given the significant […]
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Since its capabilities were first demonstrated in supporting the cryptocurrency Bitcoin over a decade ago, the hype surrounding blockchain technology and its potential has grown. Billions have been invested, and both the PwC 2018 and Deloitte Global Blockchain 2019 surveys suggest that the technology is increasingly becoming an area of organizational attention and focus.
Hundreds of the world’s asset managers, bankers, private businesses and fund managers leverage FINTRX to target family office capital. Blending research, analytics and technology into a single one-stop solution, FINTRX provides further anal…
Family offices often keep a low profile and don’t share much about themselves. What they all want to know, however, is what other family offices are doing and what family office trends are emerging. For this reason, many reports are always keenly anticipated and the UBS Global Family Office report, in partnership with Campden Wealth has become one of the definitive sources for benchmark data.
The real estate market is a favorable territory for family offices, individual investors, and institutional investors around the world. Utilizing our leading family office data and research tool…
AI-based applications is seeing an exponential increase. How can proactive family offices harness the potential of this technology?
