Family Office

NEWS

Where Billionaire Family Offices Placed Their AI Bets in November

Family office investment activity remained subdued in November despite the typical year-end uptick seen on Wall Street.

Nov 14

Family Office vs Private Bank: Complete Guide

Family office vs private bank explained: comprehensive guide to structures, functions, benefits, costs, risks, and key distinctions for UHNW families.

Nov 13

7 Practical Examples of Wealth Strategies for Investors

Explore 7 practical examples of wealth strategies, from asset allocation to tax optimization, designed for family offices and UHNW investors to implement now.

Nov 12

Why Use Tax Optimization: Complete Guide for UHNWs

Discover why tax optimization is essential for family offices, UHNW investors, and wealth managers. Explore key strategies, benefits, and global best practices.

Family Offices: RIGHT NOW is the “Buying Opportunity of a Century”

During this virus crisis, some businesses may need an investor lifeline while a small percentage are doing very well right now and growing faster than they can keep up with.

How reliable is Excel in a period of crisis?

The scenario is always the same: we feel confident that things are under control or, at least, manageable. Still, we get caught by a black swan that no one can really predict.

For A Business Family, Legacy Is More Than Just What You Have Earned

A true family legacy is more than just the legal documents distributing your assets when you die. In order to nurture the legacy, you must understand what your family legacy is. A true family legacy

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It wasn’t until the 1980s that family offices started to multiply, first in the US, then elsewhere. It was around that time that the wealth held by families began to grow at a significantly faster rate.

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Recently added family offices

The latest family office additions

Oak Island Ventures

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http://www.oakislandventures.com/

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Matter Family Office

At Matter, families are our number-one priority. We lead the way on a purpose-driven path that supports your…

https://www.matterfamilyoffice.com

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ULATAN HOLDINGS INC

Ulatan Holdings, Inc. (UGI) is a family-owned corporation based in New York, NY. We have a broad investment…

HTTPS://UGICAPITAL.COM

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Service Providers

Need help? We have providers for everything from software to financial advice. Here are our latest community members.

Landytech

Powering the modern family office for generations to come

https://www.landytech.com

SS&C Technologies - Private Capital Group

Eliminate the cost, risk and time of integrating disparate systems

https://www.ssctech.com/solutions/products-a-to-z/ss-c-private-capital-group

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Create a free family office or service provider listing. This provides access to share your products & services such as advisory services, software products, recruitment available jobs, or simply to share your latest news and events.

Future Family Office is a single space for everything in the world of family offices & professionalized UHNWI investors. By making this traditionally opaque space more accessible & democratised, we hope to help the industry set new standards.

Connect with other family offices, or list your family office to attract new clients, deals or recruit top talent. Service providers can list their services and share their expertise and views through articles to help promote them.