Tag

what is a family office

Stories continue below

Amid wealth boom, family offices become must-have ‘accessory’

Bespoke management, formerly the perk of world’s wealthiest, is ‘symbol that a family has arrived’

These 10 open-ended queries help advisors explore family dynamics, priorities and pain points

Most have been ‘virtual’ for decades, employing teams of internal staff and external collaborators

Five experts weigh in on the changing state of Canada’s family offices

Conflicts of interest, need for privacy can drive and inform a difficult decision

Liquidity brought by expanding private equity is putting family offices at inflection point, says Ed Giacomelli

They are positioning clients for the long term but can’t ignore market volatility, threat of downturns

Tomes both classic and new that inspired them professionally and, in some cases, personally

They sometimes work with legacy managers, but establishing a broader, family-level strategy is their goal

From long-term thinking to considering all of a family’s holdings, family offices offer advantages