It’s a common belief among many family offices that being hands-on is the key to delivering top-notch, personalized services to high-value clients. But what if we told you that technology and automation could actually enhance personalization and streamline processes, enabling family offices to focus on areas that truly matter? Contrary to popular belief, incorporating technology … Read more
Inflation remains a top concern, prompting family offices to seek assets that benefit from it. Market volatility leads to a cautious approach, with many waiting for lower valuations before taking risks. Private equity investments are the preferred choice, with many seeking direct investment opportunities. In the wake of the tumultuous events of 2022, including market … Read more
Evolving Technology in a Family Office The wealth and affairs of ultra high net worths (UHNW) are becoming increasingly complex, and the use of technology in the family office industry will continue to grow. Faster communication, better and more detailed reporting are some of the driving forces. So too are both the non-financial and financial … Read more