Family Office

NEWS

One Big Beautiful Bill: A New Era for Family Offices

While headlines focus on AI earnings and Fed policy, a landmark U.S. tax reform has quietly reshaped the future of generational wealth. The “One Big Beautiful Bill” introduces sweeping, permanent changes that will redefine how family offices manage succession, structure estates, and invest for the long term.

Oct 28
Turning private equity into a liquid vehicle: “The overarching challenge is maintaining liquidity in the fund”

Schroders has launched a fund to give small investors access to private equity, which historically has been out of reach for the vast majority of investors besides big institutions. However, constructing the investment vehicle proposed several challeng...

Oct 25
The 2019 Family Office Software Roundup

Looking for the right products to run your family office? Here is a list of some of what’s available out there for every family office requirement.

Oct 25
…and more about people

Among this week’s job moves are a few senior employees leaving their company after many years. A few analysts have started in new jobs and one company has appointed a new Chairman of the Board. Read on to learn more about this week’s job moves.

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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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