Market Volatility doesn’t come with advance notice. On April 7, 2025, markets cracked under a wave of geopolitical tension and rate speculation. In a matter of hours, portfolio values shifted. What looked fine last week was suddenly exposed. That’s how fast things move. And while no asset class is immune, each reacts differently. Public equities […]

Family offices, tasked with managing complex portfolios and investments, face a daunting challenge: fragmented data across disparate systems and outdated reporting processes. A recent Family Wealth Report study revealed that family offices spend up to 40% of their working hours managing manual accounting and reporting tasks—time that could be used for strategic decision-making. As the financial […]

In family office management, the fastest and smartest win. That’s not just a maxim—it’s market reality. While leading family offices are leveraging sophisticated tools to capture opportunities in real-time, those relying on traditional methods risk falling behind, losing critical moments, and watching key opportunities slip through their fingers. In today’s high-stakes financial landscape, the difference […]

Family offices deal with billions in assets—public equities, private equity, real estate, venture capital, hedge funds, multi-currency accounts, and illiquid investments. Yet, many still rely on outdated reports, fragmented systems, and dashboards that fail to deliver real insights. According to the Family Office Operational Excellence Report 2024 by Campden Wealth, 40% of participants cited excessive […]

Managing family wealth shouldn’t feel like playing detective. You shouldn’t have to cross-check ten different reports, email your accountant for the fifth time this week, or sift through spreadsheets so large they crash your laptop. And yet, that’s what so many family offices deal with daily—because their accounting system wasn’t built for the complexity of […]

Merging or splitting a family office? If you think it’s just a matter of reallocating assets and updating records, you’re in for a rude awakening. This isn’t just a financial transaction. It’s a complete restructuring of ownership, reporting, and compliance. Yet, too many family offices step into this process with data that is incomplete, inconsistent, […]

Many family offices still rely on fragmented legacy systems like spreadsheets, accounting software and portfolio tracking tools for investment accounting. While these systems may seem practical at first, they eventually lead to inefficiencies, errors, and time-consuming reconciliations.   Siloed data limits real-time insights, slowing decision-making and increasing risks related to performance, compliance, and generational wealth […]

Private equity and hedge funds are no longer niche investment opportunities for family offices, they’ve become vital elements of modern portfolios. Nearly 45% of family office investments are now allocated to these alternative asset classes, according to the 2024 Global Family Office Report. Families increasingly turn to these investments for better returns but managing them […]

Accounting is the soul of finance and, therefore, forms the bedrock of any business. However, as with any other industry, it’s not untouched by the relentless disruption brought about by AI and automation. Traditionally, accounting has been dominated by Reagan-era software, and any call for change has been deemed tantamount to high treason.   But […]

According to research and consulting firm Cerulli Associates, USD 105 trillion is expected to flow to heirs through 2048. This large amount of intergenerational wealth transfer has made succession planning a major concern for family offices. Despite the urgency, 41% of families currently do NOT possess a sound succession plan while 50% of family offices […]