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Navigating New Waters: How Immigration Law Changes Impact Global Family Offices

Legal and Regulatory UpdatesBy laurent April 22, 2025

Navigating New Waters: How Immigration Law Changes Impact Global Family Offices As the world becomes increasingly interconnected, family offices—private wealth management advisory firms that serve ultra-high-net-worth (UHNW) individuals and families—are emerging as key players in finance, philanthropy, and global investment. These entities often manage complex financial, legal, and familial challenges, and one of the most…

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Navigating Change: The Impact of New Securities Laws on Family Office Co-Investments

Changes in legislationBy laurent April 22, 2025

In an evolving financial landscape, family offices—private wealth management advisory firms that serve ultra-high-net-worth individuals—are increasingly finding themselves in the crosshairs of regulatory changes. Recent updates to securities laws have introduced significant implications for family office co-investments, which are collaborative investment opportunities typically pursued alongside institutional investors or private equity firms. As family offices strive…

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Building Wealth: Why Family Offices are Turning to Real Estate as an Inflation Hedge

Real estateBy laurent April 22, 2025

In an economic landscape characterized by rising inflation, increasing interest rates, and market volatility, family offices are reevaluating their investment strategies to safeguard and grow their wealth. Traditionally tasked with managing the assets of ultra-high-net-worth individuals and families, these private wealth management entities are increasingly turning to real estate as a reliable inflation hedge. This…

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From Patriarchs to Partnerships: Tracing the Evolution of Family Governance

Family GovernanceBy laurent April 22, 2025

From Patriarchs to Partnerships: Tracing the Evolution of Family Governance Family governance, the framework through which families manage their affairs and transitions across generations, has undergone a remarkable transformation over the years. Historically dominated by patriarchal structures, the evolution of family governance now emphasizes democratic partnerships, shared decision-making, and inclusive practices. This article explores the…

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Creating Harmony: How a Family Charter Can Define Roles and Responsibilities

Creating and managing a family charterBy laurent April 22, 2025

Creating Harmony: How a Family Charter Can Define Roles and Responsibilities In today’s fast-paced world, families often find themselves juggling myriad responsibilities and roles. From managing household chores to navigating differing schedules, conflicts can arise, leading to misunderstandings and frustration. However, a Family Charter can serve as a vital tool to create harmony within familial…

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Navigating the VC Landscape: A Family Office Guide to Selecting the Right Venture Capital Partners

Private equity and venture capitalBy laurent April 22, 2025

The world of venture capital (VC) is a dynamic and often complex ecosystem, especially for family offices looking to diversify their investment portfolios. With an increasing number of startups seeking funding, family offices can position themselves as influential players in the investment landscape by strategically partnering with the right venture capital firms. However, selecting the…

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Navigating Distress: The Dual Edges of Risk and Reward in Family Office Investments

Alternative InvestmentsBy laurent April 22, 2025

Title: Navigating Distress: The Dual Edges of Risk and Reward in Family Office Investments Introduction In the world of finance, risk and reward are commodities that investors constantly weigh against each other. Family offices, which manage the wealth of affluent families, are no exception. As these entities navigate the complex landscape of investment, the dual…

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Preserving Heritage: Effective Strategies for Managing Art and Collectibles in Family Offices

Asset managementBy laurent April 12, 2025

In today’s rapidly changing world, the management of art and collectibles within family offices represents not only a financial endeavor but also a vital means of preserving cultural heritage and family history. For families who have amassed significant collections of art, antiques, and other unique items, strategically managing these assets is crucial. This article explores…

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Aligning Wealth with Values: How Family Offices Can Embrace Impact Investing

Investment strategiesBy laurent April 12, 2025

As global awareness of social and environmental issues continues to rise, an increasing number of high-net-worth individuals and families are seeking ways to align their financial investments with their values. For family offices—private wealth management advisory firms that serve ultra-high-net-worth families—this trend presents both a challenge and an opportunity. Impact investing, which seeks to generate…

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