Day: July 29, 2020

Industry Insights

Family Offices: Then and Now

As compared to tradition family offices, the modern ones, focus on making the best use of capital by finding deal flow in emerging markets such as Blockchain or Cannabis. Modern family offices focus on transparency and provide access to in-depth information, which was never available for traditional models. It is mostly because the former focuses on wisely using the money within a client’s lifetime, while the latter had the goal of preserving the wealth for future generations.

Read More »
Industry Tips

Common Mistakes to Avoid to Maximize Your Sales Outreach

The family office is often difficult to understand and analyze because it is known to be secretive in its conduct in the private wealth landscape. Because of this, the traditional techniques of targeting potential clients do not work as well as they once did.

Read More »