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 01

Hightower Makes Strategic Investment in Wellspring Associates

of 15 employees. Its Wealth Integration Solution™ helps clients clarify their goals and family legacy, and integrates their financial advisor, family office, attorney, corporate attorney and CPA into the process of wealth transfer, business succession ...

Apr 01

COVID-19: Implications for African Family Businesses

On this episode of The Family Business Voice, we continue our coverage on the COVID-19 crisis with perspectives from Africa's family business community. Ramia speaks with guests Nike Anani and Tsitsi Mutendi.

Mar 31

KnowLedger Helps Family Offices Keep General Ledgers Updated The Smart Way

Advent Software. Since then, they each have been involved in family office operations, with Kerry launching fintech services firm, Accusource, in 2008, and Lawson running his own firm focused on family offices while working at a single family office fo...

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.

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’

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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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