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INSIGHTS
Philanthropy and Impact


The Communication Crisis Threatening Family Legacies: New Research on Emotional Governance
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.
Jan 22


Preparing for Increased Scrutiny Within the Regulatory Landscape
Family offices have emerged as key players in the investment world, managing vast fortunes and providing comprehensive wealth management services to affluent families.
Apr 25, 2024


12-Month Calendar for Family Goals and Results
These focus areas could include investment management, financial education, business development, philanthropy, family governance, and succession planning.
Mar 7, 2024


Exploring Different Structures for Preserving Assets
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.
Feb 22, 2024


Enhancing Family Office Compliance
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
Feb 8, 2024


Types of Family Offices
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
Apr 6, 2023
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