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.

Apr 28

Global Family Office Market 2020-2025: Development Trends, Planning, Exposure, Growth of Market and Detailed Report

Global Family Office Market report is aimed at highlighting a first-hand documentation of all the best practices in the Family Office industry that subsequently set the growth course active. These vital market oriented details are highly crucial to overcome cut throat competition and all the growth oriented practices typically embraced by frontline players in the Family Office market.

Apr 28

How Global Lockdown Is Ushering The World Into A New Era

2020 will be marked as a year when the world advanced to an entirely new state of being during a global lockdown.

Apr 27

Capital Square Adds Marc Meunier as Regional Vice President of Northeast Sales

Capital Square, a national investment sponsor specializing in tax-advantaged real estate offerings, announced today that the firm has expanded its sales team with the addition of Marc Meunier as regional vice president, responsible for sales in the company's northeast territory.

Leveraging Strategic KPI’s, Soft Assets and Technology to drive Family Office decisions

KPIs, various soft assets and technology can be powerful drivers in aligning family office decisions with the organization’s greater purpose and strategy.

Top Strategies for Connecting with Family Office Investors

Working from a large platform of contacts is daunting, so use these strategies to set yourself up for success.

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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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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