Automate your family office

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INSIGHTS

WHY FAMILY OFFICES ARE GROWING

‍Over the last 5years, the surge in family offices, driven by wealth generation and transfer, signifies a fundamental shift in wealth management. Offering control, customisation, and diversified investments, alongside technological advancements and a focus on legacy, they're reshaping the financial landscape. Regulatory changes and institutionalisation propel their influence in the global market. (Ronald Diamond on LinkedIn)

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INFOGRAPHIC

WHAT PEOPLE VALUE IN A FINANCIAL ADVISOR

‍Based on Morningstar's Voice of the Advisor Research, expertise and knowledge in financial planning and investments (60%) and personalised financial advice that meet specific goals and needs (54%) are most important, while recommendations from other professionals (19%) and a similar background or cultural understanding (10%) are least important. (Visual Capitalist)

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TRENDS

FAMILY OFFICE TRENDS 2024

‍The twelve trends to look forward to include the use of AI, increase in stress testing, adoption of family office technology, and a move to private markets. While there are some challenges such as a slow growth in digitisation, the future still looks bright for these growing entities. (Empaxis)

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INSIGHTS

WHAT IF LIFESTYLE & PERSONAL BRANDS OFFERED FO SERVICES?Traditionally, financial institutions offer FO services, but what if a non-financial organisation does it? The article imagines what Lufthansa, LVMH, Porsche, and Sotheby's USPs would be if they offered FO services. It underlines how an increasing demand in diverse services prompts businesses to adapt, fuelling competition and shifting market dynamics. (Francois Botha for Forbes)

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INSIGHTS

WHAT QUALITIES SHOULD THE IDEAL FO CEO HAVE?

‍The rapid growth of family offices globally necessitates capable CEOs. Per Citi Private Bank, ideal attributes include extensive experience, versatility, effective communication skills, industry connections, and a commitment to continuous learning and humility. (Institutional Investor)

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