Family Office News

Industry Insights

Risk management estimations

What is risk in finance? It is a word that characterises the uncertainty that results from the complex processes governing the changes in securities prices over time.

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Family Offices

December 2019 Family Office Data Report

Hundreds of the world’s asset managers, bankers, private businesses and fund managers leverage the FINTRX platform to target and connect with family office capital. Blending research, analytics and technology into a single one-stop solution…

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Family Office advisor extinction and how to avoid it

As the great wealth transfer unfolds, with trillions of dollars in wealth transferring to millennial investors, traditional family office advisors risk becoming extinct if they don’t adapt and future-proof their consultancies. An InvestmentNews survey taken a few years ago revealed that 66% of children fire their parents’ financial advisors after inheriting their wealth. More recent […]

The post Family Office advisor extinction and how to avoid it appeared first on Simple.

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The 2019 Family Office Software Roundup

As the digital revolution unfolds, a growing number of work processes can be digitized, consolidated and even automated using various family office 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. They […]

The post The 2019 Family Office Software Roundup appeared first on Simple.

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