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.

Dec 05

7 Smart Asset Allocation Examples for Family Office Success

Explore 7 real-world asset allocation examples tailored for family offices. Learn how to diversify and manage wealth with practical, actionable strategies.

Dec 04

Complete Guide to Why Use Succession Planning

Succession planning explained: discover its definition, types, real-world use in family offices, legal obligations, plus risks and alternatives in this comprehensive guide.

Dec 03

BNP Paribas Doubles Down on Single Family Offices in the Middle East

BNP Paribas Wealth Management is deepening its commitment to single-family offices (SFOs) in the Middle East, bolstering its regional platform with new capabilities, senior hires and a broader private asset offering. The push comes on the back of the bank’s second Middle East Single Family Office Forum, held in Dubai in October, which underscored its […]

Why some teams are effective and others are not

The corporate ‘engineer’ is sometimes willing to let the building collapse rather than risk any potential conflict with the corporate ‘medic’

Finlight, an asset management software provider for family offices, appoints three new Non-Executive Directors

Finlight is proud to announce that Adam Denning, Etienne de Merlis and Justin Abbott Chalew have joined the company as Non-Executive Directors.

How Preserving A Family's Story And Purpose Contributes To Wealth Preservation

Families who preserve their story preserve their wealth

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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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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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