What is a Family Office?
A family office is a private company set up to manage the wealth and personal affairs of a very wealthy...
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...
Why Wealth Advisors Need Tools for Managing Alternative Investments
The alternative investment sector has transformed over the past decade, but the tools wealth advisors use to manage these investments...
Case Study: Streamlining Hedge Fund Investments for a Family Office
Written by: Family Office Background Our client, a family office, manages its own investments, including allocations to external asset managers...
The 2024 Roadmap to Family Office Solutions
Introduction to Family Office Solutions Modern family offices manage an increasingly complex range of investments, operations, and family needs....
How to Transform Your Family Office into an Asset Management Firm
The Strategic Evolution: Transforming Family Offices into Asset Management Firms The evolution from family office to institutional asset management firm...