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.

Oct 20

Impact Investing Explained: Strategies, Types, and Risks

Impact investing explained for family offices and UHNW investors. Learn strategies, types, measurement, risks, and how it differs from ESG.

Oct 19

Wealth Management Best Practices: Complete Guide

Comprehensive guide to wealth management best practices including strategy, asset allocation, risk management, regulatory compliance, and common pitfalls.

Oct 18

Family Office Governance Principles Explained: Key Standards

Discover family office governance principles with this comprehensive guide. Explore governance frameworks, board roles, risk management, and best practices.

Get Ready for the Rebound

During stressful times, it’s harder and much more important to be strategic. There are actions you can take today, with the time you have in front of you that can drive durable gains.

What's Really Your Personal Liability with PPMs

As you begin to learn how to include personal liability in a PPM, you’ll want to know some of the challenges of doing this, as well as overall financial and personal responsibility.

Knock out COVID-19: 9 Tips To Manage Your Remote Startup Team Efficiently

Coronavirus pandemic changes the work culture across the globe right now. In fact, it has already introduced a remote model in the daily life of many companies that earlier had no clue that business

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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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Recently added family offices

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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