Automate your family office

Schedule Demo

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What is your family office’s key concern? 60% of family offices report that it’s preparing the next generation to be responsible wealth owners

Source: Citi Private Bank Global Family Office Report 2023

INSIGHTS

FINDING STRATEGIC FIT WITH FAMILY OFFICE SERVICE PROVIDERS

Family offices benefit from systematic selection process for providers and effective communication to minimise risks. Aligning resources, setting up qualitative and quantitative measurables, and prioritising adaptability ensure long-term success in a changing industry. Strategic service provider selection and transparent partnerships enhance their ability to navigate complexities and technological advancements. (Francois Botha for Forbes)

INSIGHTS

FAMILY OFFICES & THE AI EXPERIENCE

AI tools are becoming essential for optimising efficiency, automating operational tasks, and crafting personalised client communications, but experienced advisors leverage it alongside their expertise to create a client experience that balances technological assistance with the crucial elements of trust and personalisation. (Worth)

INSIGHTS

FAMILY OFFICE INSURANCE RISKS

Family offices face unique insurance risks necessitating tailored coverage options. Key considerations involve professional liability, cybersecurity, real estate assessments, protection of physical assets, and proactive measures for personal security, emphasising the importance of comprehensive risk management strategies in this multifaceted financial landscape. (Lockton)

TRENDS

FAMILY OFFICES GET SWEPT UP IN THE PRIVATE CREDIT BOOM

Family offices are increasingly turning to private credit for its predictable return profile, and rising interest rates are seen as a significant advantage for private debt. The shift towards private credit is expected to be a long-term trend. (Mergers & Acquisitions)

INSIGHTS

BEST PRACTICES FOR FAMILY OFFICE SUCCESSION

From developing a shared vision and developing new leaders to establishing a perpetual process and understanding & managing the motivations of key participants, this whitepaper covers eight best practices on how to successfully navigate generational leadership transitions in family offices. (Citi Private Bank)