Family Offices

The 2019 Family Office Software Roundup – Forbes

As the digital revolution unfolds, a growing number of work processes can be digitized, consolidated and even automated using various family software solutions. When carefully selected according to your objectives and implemented strategically, these programs enable higher levels of efficiency and help you to keep up with the growing demands of the business… Read the full article here.

5 Family Offices Making Impact Investments

Impact investing has experienced immense growth in the last decade, outperforming the benchmark for eight out of the last 10 years, according to the MSCI ESG Leaders Index. Utilizing FINTRX, our family office data and research platform, which covers hundreds of families active in ESG/impact investments, we’ve shared five family offices making impact investments across an array of industries, sectors, and asset classes.

Why family offices are on Guernsey’s radar – Lexology

Guernsey’s recently published Financial Services Policy Framework describes how the government, industry and the regulator, the Guernsey Financial Services Commission (GFSC), will work together to capitalise on the range of specialisms that attract family offices, and the business they generate, to the jurisdiction. Read the full article here.

10 Reasons Why Family Offices Make Great Investors

Over the past thirty years or so, family offices have become the preeminent financial model for the ultra wealthy. This amassing of capital has resulted in the family office becoming an intricate player within the alternative investment and…

Why Family Office Advisors Are Fast Becoming Extinct And How To Avoid It

The great wealth transfer is upon us. Various finance industry experts estimate that over the next two decades, between 30 and 68 trillion dollars in wealth will transfer to millennial investors in North America alone…

Francois Botha


Opinions expressed by Forbes Contributors are their own.

Leadership Strategy

I help family offices and banks solve strategy p… Read the full article here.

FINTRX 2019 Q3 Family Office Data Report

With Q3 of 2019 already in the books, we have provided further analysis into the family office data trends and changes our research team has compiled from July through September. Continue reading for an in-depth breakdown on how the quarter…