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.
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.
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.
The ultra-rich are taking back control. Family offices are becoming more sophisticated, employing former bankers and private equity dealmakers, and they are forming a rapidly growing global network. This, in turn, means they are increasingly doing deals directly with each other. Read the full article here.
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…
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I help family offices and banks solve strategy p… Read the full article here.
Service providers to some of Asia’s wealthiest families say they are fielding a rising number of calls about shifting away from Hong Kong, with some already moving money to Singapore-based banks. Read the full article here.