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.

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

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

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.