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 06

BDO withdraws from Singapore family office tied to major fraud network

Global accounting firm BDO has ended its professional relationship with DW Capital Holdings, a Singapore-based family office accused by U.S. and U.K. regulators of being part of a vast global fraud network. According to company filings reviewed by the Financial Times, two BDO employees — including the firm’s head of company secretarial services in Singapore […]

Nov 05

Master the Family Office Reporting Process for Accuracy

Unlock the family office reporting process with this step-by-step guide for reliable insights, data integrity, and seamless financial oversight from start to finish.

Nov 04

7 Essentials for a Complete Family Office Governance Checklist

Discover 7 key steps in a family office governance checklist. Learn practical tips for strong structures, effective decision-making, and risk management.

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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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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