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.
Oct
23
Tax Efficiency in Investments: Complete Family Office Guide
Tax efficiency in investments explained for family offices. Learn strategies, investment structures, tools, global considerations, and compliance essentials.
Oct
22
From Balance Sheets to Power Structures: The Rise of the Modern Family Office
The world’s wealthiest families are rapidly expanding their family offices, transforming them from simple administrative hubs into sophisticated global power centres designed to safeguard wealth, legacy, and influence, according to Julius Baer’s Family Barometer 2025 compiled with PwC Switzerland. Once focused mainly on asset management, today’s family offices operate as command centres — integrating investment, […]
Oct
22
Complete Guide to Succession Planning
Succession planning guide for family offices: learn essential strategies, key steps, legal considerations, and risk mitigation for effective transitions.
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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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