Family offices – The use of AI in 2024

In the realm of family offices, the year 2024 marks a revolutionary shift as AI becomes an integral part of their operations. From wealth management to risk assessment, artificial intelligence is reshaping the landscape. As technology advances, families can now rely on these smart systems to make informed decisions, optimize portfolios, and navigate uncertain times with ease. The future is here, and AI is guiding family offices towards new frontiers of financial success.

Goldman Sachs Publishes Detailed Family Office Report

The One Goldman Sachs Family Office Initiative report, titled “Eyes on the Horizon,” presents the perspectives of 166 family office decision makers from around the world, combined with observations from working with family offices and family-controlled enterprises. The report focuses on family offices that most closely resemble institutions, with more than 70% of respondents having … Read more

What Makes a Successful Family Office?

No Two family offices are alike. And yet, are there common factors that make a family office successful? In this post, we will look at some of the key components that contribute to the success of a family office. This includes client-centric services and a focus on long-term engagement. Clear Mission and Objectives A successful … Read more