News

You are here:

Home

Navigating the New Norms: How Recent Regulatory Changes in ESG Investing Impact Family Offices

Legal and Regulatory UpdatesBy laurent March 23, 2025

Navigating the New Norms: How Recent Regulatory Changes in ESG Investing Impact Family Offices In recent years, environmental, social, and governance (ESG) investing has surged to prominence, reshaping investment landscapes globally. With growing awareness about sustainability, social responsibility, and corporate governance, investors are increasingly inclined to direct their capital toward businesses that prioritize ESG principles.…

Details

Navigating Change: How New Immigration Laws are Reshaping Global Family Offices

Changes in legislationBy laurent March 23, 2025

Navigating Change: How New Immigration Laws are Reshaping Global Family Offices In an increasingly interconnected world, family offices have emerged as crucial players in managing the wealth and affairs of high-net-worth families. These private wealth-management advisory firms cater to the complex needs of affluent families, providing services ranging from investment management to estate planning. However,…

Details

Navigating Troubled Waters: Strategies for Managing Family Conflict in Succession Planning

Family conflict resolutionBy laurent March 23, 2025

Navigating Troubled Waters: Strategies for Managing Family Conflict in Succession Planning Succession planning is an essential aspect of family businesses, ensuring a smooth transition of leadership and ownership from one generation to the next. However, the very nature of family dynamics can introduce a myriad of challenges that escalate into conflicts. Family conflicts, if left…

Details

The Family Chairperson: Guiding the Future of Wealth in Family Offices

Roles and responsibilities within the familyBy laurent March 23, 2025

The Family Chairperson: Guiding the Future of Wealth in Family Offices In today’s complex world of finance, wealth management, and intergenerational dynamics, the role of the Family Chairperson has emerged as a critical component in the governance and growth of family offices. This position not only acts as a bridge between tradition and innovation but…

Details

Navigating the Future: How Governance Shapes Family Business Succession Plans

Family GovernanceBy laurent March 23, 2025

Navigating the Future: How Governance Shapes Family Business Succession Plans Family businesses represent the backbone of economies worldwide, contributing to job creation, innovation, and wealth generation. However, the sustainability of these entities heavily relies on effective succession planning. A well-structured governance framework plays a crucial role in ensuring that family businesses navigate the turbulent waters…

Details

Navigating Family Legislation: Essential Legal Considerations for Your Family Charter

Creating and managing a family charterBy laurent March 23, 2025

Creating a family charter is an increasingly popular way for families to establish values, expectations, and governance structures. However, it’s crucial to understand the legal landscape surrounding family charters to ensure that your family’s document is not only meaningful but also enforceable. This article aims to elucidate essential legal considerations for families embarking on this…

Details

Navigating Real Estate Risks: Essential Strategies for Family Office Portfolios

Real estateBy laurent March 23, 2025

Family offices—private wealth management advisory firms that serve ultra-high-net-worth individuals and families—are increasingly recognizing the importance of real estate as a key component of their investment portfolios. With its potential for significant returns, diversification benefits, and as a hedge against inflation, real estate can be an attractive investment. However, as with any investment, real estate…

Details

Investing for Good: How Private Equity and Venture Capital are Shaping the Future of Impact Investing

Private equity and venture capitalBy laurent March 23, 2025

In recent years, the landscape of finance has witnessed a transformative shift, as traditional investment methodologies increasingly converge with ethical and social considerations. As global challenges like climate change, inequality, and health crises continue to loom large, investors are exploring opportunities to not only generate financial returns but also create a positive impact on society…

Details

Family Offices: The Unsung Heroes of Early-Stage Startup Funding

Alternative InvestmentsBy laurent March 23, 2025

In the dynamic landscape of startup funding, venture capitalists (VCs) often bask in the limelight. Yet, while mainstream media focuses on the flashy rounds of funding orchestrated by high-profile investment firms, there exists a quieter, more discreet player in the ecosystem: family offices. As wealth management entities for affluent families, family offices are emerging as…

Details