Family Office

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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.

Mar 13

Top 5 Tools For Next Generation Engagement

How to ensure that the next generation heirs are poised to successfully take the reins.

Mar 13

Philanthropic association aims for increased exposure to illiquids as part of long-term strategy

Realdania wants to increase it investments in real estate and private equity -- this time, increased brick and mortar exposure will be outside of Denmark, CEO Jesper Nygård says to EjendomsWatch.

Mar 13

…and more about people

Pension funds dominated this week’s job moves with two new CEOs and a new chairman in Sweden. In Denmark, a pension fund got a new Head of ESG, another pension fund hired a new press consultant and an asset manager has welcomed a new Head of Clients. T...

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

Families who preserve their story preserve their wealth

Get Ready for the Rebound

There are actions you can take today, with the time you have in front of you that can drive durable gains.

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.

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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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