In today’s increasingly complex regulatory environment, family offices must stay vigilant about compliance, especially regarding anti-bribery regulations. With recent changes in laws around the globe, navigating these regulations is crucial for the protection of both reputation and assets. This article outlines the essential aspects family offices need to consider to ensure adherence to these evolving…
In recent years, family offices — private wealth management advisory firms that serve ultra-high-net-worth individuals and families — have faced a wave of regulatory changes that are reshaping how they operate. As governments around the world introduce new laws aimed at enhancing transparency, compliance, and accountability, family offices must adapt to these transformations to sustain…
In the realm of investment, family offices are increasingly recognizing the importance of impact investing as a means to create positive social and environmental change while generating financial returns. Among the various asset classes, real estate stands out as a strategic vehicle for family offices to build a lasting legacy. This article explores how real…
In recent years, environmental, social, and governance (ESG) factors have moved from the periphery of investment strategy to the forefront, influencing decision-making for investors across the globe. Family offices, which manage the wealth and investments of affluent families, are no exception to this trend. As these entities increasingly prioritize sustainable investing, understanding how to effectively…
Building Bridges: Effective Governance Policies for Multi-Generational Family Offices In the ever-evolving landscape of family wealth management, multi-generational family offices face unique challenges and opportunities. The necessity for effective governance policies has become paramount. As families grow and dynamics change over generations, the ability to adapt governance frameworks to suit varying needs is crucial for…
In today’s complex financial landscape, building and preserving wealth is a priority for many families. A well-crafted charter that includes family investment guidelines can serve as a roadmap, ensuring that all members are aligned in their financial goals and strategies. By establishing clear rules and protocols, families can navigate the complexities of investing while fostering…
In an era where traditional investment strategies often fall short, family offices are increasingly looking beyond conventional asset classes to safeguard and grow their wealth. One of the most promising avenues is private equity real estate (PERE). With the potential for substantial returns, portfolio diversification, and tax advantages, family offices are uniquely positioned to leverage…
Introduction In the dynamic landscape of finance, alternative investments such as private equity, hedge funds, and real estate often attract investors seeking higher yields and diversification. However, these opportunities come with unique challenges, one of the most significant being liquidity risk. Navigating liquidity risks is essential for investors to protect their capital and achieve their…
