Top Banner
5 Niche Insurance Policies Relevant to Family Offices

5 Niche Insurance Policies Relevant to Family Offices

The core objective of a family office is to serve the unique needs of a family and wealth management and asset protection strategies can be highly customized.

Good Governance: A Primer for Family Offices

Good Governance: A Primer for Family Offices

Reconciling multiple generations and branches of a family’s values and differing perspectives while managing and preserving wealth is among the greatest challenges family offices face. Good governance is a critical part of any family office to help overcome these challenges.

Family Offices Dive Deeper into Direct Tech Deals

Family Offices Dive Deeper into Direct Tech Deals

Family offices are increasingly deploying capital into direct technology deals. The immense wealth generated in Asia, the rising number of billionaires in the technology sector and the recent surge in public equity valuations has led many wealthy individuals to set up a family office and pursue private deals for diversification and alpha generation, according to Bloomberg.

Why Wealthy Families Need a Robust Social Media Policy

Why Wealthy Families Need a Robust Social Media Policy

Seven years ago, Alexa Dell, the daughter of tech billionaire and Silicon Valley entrepreneur Michael Dell, posted a picture of her brother seated across from her in their private jet en route to Fiji for a short holiday.

Increasing Global Regs Mean Higher Compliance Costs for Family Offices

Increasing Global Regs Mean Higher Compliance Costs for Family Offices

An increasing global regulatory burden is leading to higher compliance costs for some family offices. The cost of wealth management has been steadily rising over the past few years, as governments demand more transparency and tighter controls on the financial services industry. ...

4 Key Risks Family Offices Face

4 Key Risks Family Offices Face

Wealth management is an exercise in risk mitigation. It is essential for any entrepreneur or wealthy family with a family office to consider the inherent risks that come with growing and preserving wealth for future generations. The following are four risks family offices face:

MarketCurrents Wealth Management releases its April 2018 edition on Human Capital in Family Offices

MarketCurrents Wealth Management releases its April 2018 edition on Human Capital in Family Offices

The maturation and increasing institutionalization of single-family offices globally is driving demand for non-family member executives to run them. Chief executive officer (CEO), chief investment officer (CIO), chief operations officer (COO) and chief financial officer (CFO) are among the key leaders...

Cybersecurity Risks and Insurance

Cybersecurity Risks and Insurance

Cyberattacks and online fraud are on the rise and becoming more sophisticated. Family offices, a prime target, are increasingly looking to address cyber risk in its many forms. “I see family offices developing very robust cyber playbooks,” says Mr. Silverman. This includes prevention, having a plan if a breach occurs and implementing ongoing monitoring programs.

Right Banner 2Right Banner 1