Fear Not The Family Office, This Is What Banks Should Think About
Forbes
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To work alongside family offices, banks need to look beyond the products they can sell and rather try to connect on a personal level and discover what keeps their wealth management clients awake at night.
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Family offices are increasingly seeking pre-IPO exposure to some of the world’s most closely watched private companies, including OpenAI, Anthropic and SpaceX, as expectations grow
For decades, family offices concentrated on a clear objective: protecting wealth, growing assets, and ensuring a smooth transfer of capital across generations. Their priorities typically