Knowledge HUB
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How to vet family office software vendors in the age of AI
We’ve created a no-nonsense guide on what to look for (and what to run from) to help you vet high-promise vendors in the AI era.
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AI is the key to winning the wealth clients of the future
The next generation of wealth owners is placing new demands on their wealth managers, and they expect AI to be part of the client experience.
Aug 26, 2025
AI,
NextGen
Family offices love investing in AI – but are they using it?
Family offices are laser-focused on AI as an investment theme but hesitant to use it in their own operations. We unpack this disconnect and what it means for family offices and vendors.
Jul 23, 2025
AI,
Family offices
How to vet family office software vendors in the age of AI
We’ve created a no-nonsense guide on what to look for (and what to run from) to help you vet high-promise vendors in the AI era.
Jul 22, 2025
AI,
Family offices
Inside the UBS 2025 family office report: What the graphs are telling us
In this article, I’ll walk you through the most insightful graphs from the UBS report to show you where the world’s family offices are heading.
Jul 17, 2025
Family offices
Understanding multi-family offices: A complete guide
In the realm of wealth management, the term "multi-family office (MFO)" has been gaining significant traction. But what exactly is an MFO, and why are HNWIs increasingly turning to them?
Jul 02, 2025
Family offices
Single family office vs. multi family office: Which is right for you?
This article will take a closer look at the family office structure to explore the key differences between these two types of family offices, helping you determine which might be the best fit for your family's unique needs.
Jun 19, 2025
Family offices
81% of nextgens change WM firm when inheriting – here’s why
81% of nextgen HNWIs plan to switch from their parent’s wealth management firm. This article dives into a new report from Capgemini to explain why that is.
Jun 17, 2025
NextGen,
Wealth management
Family office private equity: Navigating opportunities and challenges
In this article, we explore the nuances of family office private equity, and why this alternative asset class has become so popular among family offices.
May 06, 2025
Family offices,
Private equity
How to start a family office: A comprehensive guide to building generational wealth
Starting a family office is a significant step in managing family wealth. But where do you begin?
Apr 16, 2025
Family offices
Family office advisory: Tailored, strategic solutions for multigenerational wealth
As financial portfolios grow more complex, the demand for specialized advisory services is at an all-time high.
Feb 12, 2025
Family offices
The rise of AI agents in wealth management
AI agents have the potential to revolutionize entire industries, and wealth management is no exception.
Feb 12, 2025
Wealth management,
AI
Wealth management trends that are shaping the future
Let’s explore the most significant wealth management trends and how they’re defining the future.
Jan 22, 2025
Wealth management
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