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 31

Finnish investment manager reels in Nordea Head of Private WM in Finland for similar role

Taaleri Wealth Management has appointed Perttu Purhonen as new Head of Taaleri Wealth Management and member of the group’s Executive Management Team.

Oct 30

Family Office Insights: 10 Trends That Will Affect Family Offices In 2020

What are the trends that will have a significant effect on how family offices organize themselves and operate in the year lying ahead?

Oct 30

Intergenerational Issues Present Challenges and Opportunities

Intergenerational issues arise in many families, but when family businesses, large estates, and/or philanthropic legacies are involved, facing and resolving intergenerational issues can be both necessary and uniquely challenging.

Drive Durable Gains

Family Office List provides the essential direct contact details needed to initiate a connection and begin building virtual relationships with the decision-makers at Family Offices.

Top Strategies for Connecting with Family Office Investors

Working from a large platform of contacts is daunting, so use these strategies to set yourself up for success.

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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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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