Family Office Structuring: Why Operational and Investment Entities Should be Kept Separate
Family offices that manage significant capital and employ staff should operate through two distinct separate entities; one for employing personnel...
Common Fund Structuring Mistakes and How to Avoid Them
Fund structuring sets the foundation for an investment vehicle’s operational, legal, and tax profile. Yet even experienced managers frequently make...
Why Institutional Investors Still Prefer Cayman Mutual Funds
Why Cayman Mutual Funds? When it comes to offshore fund structuring, Cayman Mutual Funds have long set the standard for...
Top 15 Family Office Software Solutions to Explore in 2025
Family offices face unique challenges in managing complex, multi-generational wealth across various asset classes. As these operations become more sophisticated,...
10 Reasons Family Offices Choose Cayman for Fund Structuring
Choosing Cayman for Fund Structuring Family offices frequently encounter specific hurdles when organising vehicles for intergenerational wealth, joint investment ventures,...
Why Family Offices Should Rethink Managed Accounts and Consider Actively Managed Certificates (AMCs)
Actively Managed Certificates for Family Offices Family offices working with external asset managers often prefer managed accounts over commingled fund...
10 Lessons from 10 Years of Working with Family Offices
Introduction In our work with family offices, we've observed that many families struggle with common misconceptions and structural inefficiencies when...
Selecting the Right Investment Structure for Your Family Office
Family wealth management extends beyond portfolio decisions to encompass comprehensive governance frameworks, risk controls and generational planning. The investment structure...
Why Family Offices Use Cayman SPCs for Asset Protection
Family offices overseeing large multi-generational wealth portfolios consider asset protection essential rather than optional. For these sophisticated managers, the Cayman...
5 Key Benefits of Cayman Islands Private Trust Companies (PTCs) for Wealth Planning
Private Trust Companies (PTCs) are a popular structure for high-net-worth individuals and families seeking greater control, flexibility and privacy in...
Segregated Portfolio Companies in the Cayman Islands: A Guide for Family Offices
Introduction Family offices managing substantial wealth face practical challenges when organising investments across different strategies and asset classes. The Segregated...
The Benefits of Centralised Reporting for Alternative Investments
Introduction For investors in alternative investments, managing and tracking their portfolios presents significant challenges. Investors typically receive separate statements from...
Securitisation in Alternative Investments
Introduction While traditionally associated with mainstream banking, securitisation has emerged as a powerful structuring tool for alternative investments. This blog...
How Family Office Software is Redefining Wealth Management
The complexity of managing substantial family wealth demands increasingly sophisticated technology solutions. As family offices evolve beyond traditional investment management...
What Alternative Investment Firms Need in Turnkey Software Solutions
Introduction Managing alternative investments has never been more complex. From multi-jurisdictional compliance hurdles to sophisticated fund structures, investment firms face...
Why Digital Factsheets Are a No Brainer for Fund Managers
Fund documentation remains one of the most critical yet resource-intensive processes for investment managers. The traditional approach of manually creating...