Family Office

NEWS

Betting on Black Gold: Why Family Offices Moved Early

Family offices moved into oil and gas investments after traditional capital sources pulled back, and the recent price surge has delivered strong returns.

Dec 06

How to Manage Cross-Border Investments for Family Offices

Learn how to manage cross-border investments for family offices with a step-by-step guide covering legal, tax, risk, execution, and compliance strategies.

Dec 05

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. New data from Fintrx, shared with CNBC, shows that ultra-wealthy investment firms completed 55 direct deals during the month, a slight decline from October and 37.5 percent lower than the same period last year. The slowdown reflects the […]

Dec 05

7 Smart Asset Allocation Examples for Family Office Success

Explore 7 real-world asset allocation examples tailored for family offices. Learn how to diversify and manage wealth with practical, actionable strategies.

Blockchain Solutions | Educational Tools – DATA Box

It automates the process with accuracy so that you don't need any 3d party involvement or lengthy admin processes.

Finlight and LINKS Analytics announce a new partnership

Finlight, an asset management software provider for family offices, today announced that it had partnered with LINKS Analytics.

Finlight, an asset management software provider for family offices, appoints three new Non-Executive Directors

Finlight is proud to announce that Adam Denning, Etienne de Merlis and Justin Abbott Chalew have joined the company as Non-Executive Directors.

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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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