Insights

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...

In the quest for diversification and unique investment opportunities, Ultra-High-Net-Worth Individuals (UHNWIs) and Family Offices are...

As traditional investment landscapes face increasing volatility and lower yields, Ultra-High-Net-Worth Individuals (UHNWIs) and Family...

As the global investment landscape evolves, Ultra-High-Net-Worth Individuals (UHNWIs) and Family Office investment groups increasingly...

In the world of finance, investors are constantly seeking opportunities that promise not only lucrative returns but also innovative...

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...

Family Office Association (FOA) welcomes you to our weekly Blog, dedicated to our members and the greater family office community seeking...

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