According to Koeberle-Schmid, prospective family offices should ask themselves the following:
– Is Everyone Committed? – What Kind of Family Office Works Best? – Is the Investment Threshold Adequate? – Is there a Succession Plan in Place? – Could External Help Make Reaching Financial Goals More Feasible?This post originally appeared on The Family Business Voice.
We’re highlighting some of the latest job listings on the Simple website! Whether you’re looking for a new role in wealth management, family office services,
BlackRock’s 2025 Global Family Office Survey reveals that wealthy families are entering a period of heightened caution, with geopolitical uncertainty now cited as the top
UBS has unveiled its Global Family Office Report 2025, providing a sweeping view into the investment priorities, strategic reallocations, and long-term planning approaches of ultra-wealthy
