The Family Office 2.0 Manifesto
Private wealth is going through tectonic shifts right now. What once stood on centuries-old traditions is now being upended by...
A Fund-of-One: A Playbook for Family Offices
What Is a Fund-of-One? A Fund-of-One is a bespoke investment vehicle created to serve the needs of a single investor...
10 Mistakes to Avoid When Setting Up Your Family Office
For families establishing a family office, the objective is typically to gain control, create clarity and build a structure that...
Streamlining Alternative Investments Through Digital Transformation
Overview of Alternative Investments Alternative investments, including asset classes such as private equity, hedge funds and real estate are traditionally...
The Wealth Hierarchy
Understanding the strategic divide across the wealth pyramid Today, I want to share with you a framework I’ve developed over...
Feeder Funds & Master-Feeder Structures: Benefits for U.S. Based Fund Managers
Introduction Master-feeder structures offer U.S based asset managers a scalable, tax-aware solution to raise capital from international investors. These structures...
How Multi-Family Offices Benefit from Using Segregated Portfolio Companies (SPCs) in the Cayman Islands
Introduction Multi-family offices (MFOs) manage the diverse and often complex financial interests of multiple high-net-worth families. These interests typically span...
Segregated Portfolio Companies Explained for Multi-Household Family Offices
If you are part of a family office managing wealth across a multi-household family office, you have likely faced this...
A Guide for Family Offices Setting Up a Private Fund in Cayman Islands
Introduction The Cayman Islands continues to be one of the most prominent jurisdictions for establishing private funds. Its appeal lies...
What You Need to Know Before Starting a Fund: Key Steps in Fund Formation
Introduction to Fund Formation Setting up an investment fund requires critical decisions across regulatory frameworks, structural options, and day-to-day operations,...
Securitisation Essentials: Unlocking Illiquid Assets
Introduction The financial world has evolved dramatically with mechanisms to convert illiquid assets into tradable securities. Through securitisation, fund managers,...
Comparing Cayman Islands Fund Structures: Exempted Companies, SPCs, LPs & More
The Cayman Islands is a popular place for setting up investment funds. Many businesses choose it because of its flexible...
How Family Offices Can Benefit from Cayman Islands Private Funds
Family offices overseeing the financial affairs of wealthy families require sophisticated vehicles that maximise asset protection, tax efficiency, and generational...
The Lean Family Office
10 Principles for a smarter, simpler wealth platform Traditional family offices were built for a different era: slower change, simpler...
Comprehensive Software Solutions for Family Offices
Introduction The modern family office is faced with the complex task of managing an increasingly diverse portfolio of assets, spanning...
The Best Software to Optimise Institutional Portfolio Analysis
The Critical Role of Portfolio Analysis for Institutional Investors Institutional investment advisors overseeing portfolios that combine traditional public investments with...