Family Office

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Family Offices Deepen Crypto Allocations Despite 2026 Volatility Forecast

Family offices expanded their exposure to cryptocurrencies over the past year, with a notable number making their first investments in the asset class.

Sep 24

Holistic model: Developing world wealth drives growth sector

Today’s service goes well beyond the purely financial, writes Lucy Warwick-Ching

Sep 24

Entrepreneurs: New wealth versus old money

Wealth managers insist their services are as useful to those who have made their money as to those who inherited it

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.

Finlight integrates with Bloomberg PORT

Finlight, an asset management software for family offices, is now seamlessly integrated with Bloomberg’s Portfolio & Risk Analytics solution, PORT.

Is self-isolation the right time to discuss inheritance and wealth transfer with your children?

James Fleming, Chief Executive of multi-family office Sandaire, discusses how this period of self-isolation provides the perfect opportunity to broach the subject of wealth within the family.

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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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