The Evolution of a Family Office
Setting up a family office is a transformative journey that requires careful planning, collaboration, and the integration of generational perspectives. While the founding generation may initially overlook or undervalue certain aspects of the process, their invaluable input regarding family values and aspirations is crucial for a successful transition. In this thought leadership piece, we provide […]
The Limitations of Solely Investing in Property
In the past week, I have had the privilege of engaging with two distinctive family offices. Both favoured a wealth-building strategy rooted in commercial property investments. The family founders, aged between 75 plus, ardently believe in the value of real estate as a tangible asset. This approach has proven successful historically. However, as the baton […]
Unlocking the Power of a Family Office: The Checklist for High Net Worth Families
A family office is a private construct (usually a company) that serves as a centralized hub for managing the financial and personal affairs of affluent families. It deals with more than just the family financial capital. It also helps preserve and grow family social, human, intellectual, infrastructure and environmental capital. It brings together experts from […]
Compelling Reasons to Outsource Your Fund Admin & Registry
In today’s competitive business landscape, fund managers are constantly seeking ways to improve efficiency and reduce costs while maintaining high-quality service for their investors. One strategic approach to accomplishing this is by outsourcing fund administration. In this blog post, we will discuss five compelling reasons why outsourcing your fund administration and registry can be a […]