Insights

For generations, family offices and UHNW (ultra-high-net-worth) individuals have treated privacy as a core asset. Keep a low profile, protect the wealth, and let results speak for themselves. It was a sound strategy for a different era. That era is shifting.

What does it really mean to build wealth that lasts? For most UHNW (ultra-high-net-worth) families, the answer involves far more than picking the right investments. It requires navigating family dynamics, selecting the right advisors, structuring the right entities, and asking hard questions that most people in the industry would rather avoid.

Discover why insurance and trusts fail to protect ultra-high-net-worth families. Asset protection attorney Hillel Presser reveals strategies that actually work.

When ChatGPT reached 100 million users in 60 days, it set a record that Instagram took 2.5 years to reach. That single data point tells you everything about the speed at which this technology is reshaping business, markets, and investment opportunities. For family offices and UHNW (ultra-high-net-worth) investors, the question is no longer whether AI matters to your portfolio. The question is whether your current strategy positions you to capture the returns that are already

Chip's framework addresses six critical areas that determine whether inherited wealth becomes an asset or a burden. Each spoke requires attention—not perfection—to build the foundation for ruling your wealth rather than being ruled by it.

New research reveals 67% of NextGen can't see their path forward. Franco Lombardo and Thomas Clark share breakthrough insights on emotional governance for family offices.

As global awareness around health and well-being continues to grow, the wellness industry has emerged as a lucrative and impactful investment choice. Ultra-high-net-worth individuals (UHNWIs) and Family Offices are increasingly recognizing the potential of wellness investments to not only deliver substantial financial returns but also to promote societal good. The opportunities in this sector are vast and varied, ranging from mental health services and fitness technology to

In the quest for diversification and unique investment opportunities, Ultra-High-Net-Worth Individuals (UHNWIs) and Family Offices are increasingly turning to sports franchises. From major league teams to emerging sports like pickleball and minor league clubs, investing in sports franchises offers both financial returns and a range of intangible benefits that make it an attractive proposition. The Allure of Major Sports Franchises Major sports franchises, including teams in t

As traditional investment landscapes face increasing volatility and lower yields, Ultra-High-Net-Worth Individuals (UHNWIs) and Family Office investment groups are exploring alternative asset classes to diversify their portfolios and enhance returns. One such alternative is the private credit market. This growing sector offers attractive risk-adjusted returns and a variety of investment opportunities that align well with the strategic goals of sophisticated investors. Underst

As the global investment landscape evolves, Ultra-High-Net-Worth Individuals (UHNWIs) and Family Office investment groups increasingly seek opportunities beyond traditional asset classes. One compelling alternative is infrastructure projects, often facilitated through public-private partnerships (PPPs). These investments not only promise stable and attractive returns but also contribute to societal development, aligning financial growth with impactful outcomes. The Appeal of

In the world of finance, investors are constantly seeking opportunities that promise not only lucrative returns but also innovative approaches to wealth generation. Amidst this pursuit, a unique investment vehicle has emerged, catching the attention of financially savvy investors and family offices alike – the Search Fund. What Is a Search Fund? At its core, a Search Fund is a private equity investment vehicle designed to identify, acquire, and grow a small to medium-sized bu

Family offices have emerged as key players in the investment world, managing vast fortunes and providing comprehensive wealth management services to affluent families.

In family offices, AI can be utilized in various ways to streamline processes, improve decision-making, and drive better investment outcomes.

These assets often pose challenges regarding valuation, liquidity, and tax implications, but they also represent significant untapped potential for charitable giving.

These focus areas could include investment management, financial education, business development, philanthropy, family governance, and succession planning.

At its core, philanthropy in the context of an SFO embodies the desire for the family to leave a lasting legacy that extends far beyond financial wealth.

Each structure has its own advantages, considerations, and legal and tax implications, making it crucial for families to carefully evaluate and select the one that aligns with their specific goals and circumstances.

It requires meticulous planning, clear communication, and a solid foundation built on trust, shared values, and a strong sense of family identity.

Family Office Association (FOA) welcomes you to our weekly Blog, dedicated to our members and the greater family office community seeking education and insight into the ever-changing family office landscape. In today's ever-changing and complex regulatory landscape, family offices face increasing pressures to ensure compliance with various legal and financial requirements. Maintaining a robust compliance framework is crucial not only for protecting the interests of the family

Family Office Association (FOA) welcomes you to our weekly Blog, dedicated to our members and the greater family office community seeking education and insight into the ever-changing family office landscape. Macro-Trends in SFOs The evolution of Single-Family Offices (SFOs) has been an intriguing and transformative journey, reflecting wealthy families' changing needs and aspirations over time. Throughout their development, SFOs have experienced significant trends that hav

Next to diversification, allocating your assets is essential to managing the liquidity and volatility of private market investments. Asset allocation is considered influential to one’s risk tolerance.

Family offices provide a private wealth management advisory team for wealthy families, also known as high-net-worth individuals (HNWI). These offices can offer a long list of benefits for the families involved and essentially set up the current and future generations for success, prominent wealth growth, and sustainability. Family offices can offer budgeting, charitable giving, insurance, tax planning, and much more to ensure the family has the proper tools and resources to g