Family Office

NEWS

Milken Family Office Alumni Raise Record Credit Fund

Silver Rock Capital Partners has successfully raised its largest credit fund to date, securing over $4 billion to lend to large, financially distressed companies.

Oct 05

Mastering the Portfolio Diversification Workflow for Success

Discover the portfolio diversification workflow with a step-by-step guide that empowers wealthy investors and firms to enhance their investment strategy.

Oct 04

7 Wealth Management Best Practices for Success

Discover 7 wealth management best practices to enhance decision-making and improve financial outcomes for high-net-worth individuals and families.

Oct 03

Understanding Wealth Management Workflow Guide Effectively

Explore the wealth management workflow guide for comprehensive understanding of concepts and practices relevant to wealth management today.

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.

How reliable is Excel in a period of crisis?

The scenario is always the same: we feel confident that things are under control or, at least, manageable. Still, we get caught by a black swan that no one can really predict.

Get Ready for the Rebound

There are actions you can take today, with the time you have in front of you that can drive durable gains.

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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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