In another transformative year for family office technology, artificial intelligence is unquestionably the current driving force for innovation and disruption.
- Family Office Management
- Family Office Management
North American family offices saw their portfolio returns plummet in 2023, with an average return of 1%, compared to 15% in 2022, according to a new survey of 330 single family offices by RBC Wealth Management and Campden Wealth.
- Family Office Management
Digital vulnerability is one of the top security issues for wealthy families, with experts seeing an increase in nefarious cyber activity — including hacking, fraud, ransomware, data breaches
- Family Office Management
Family businesses are now operating in a world that requires re-examination of strategic priorities to avoid disruption so they can remain competitive and fulfill their long-term growth ambitions.
- Family Office Management
This week Sequoia Financial Group, a wealth manager that has more than $15 billion in assets under management, launched Sequoia Sentinel, a family office within the firm.
- Family Office Management
Tiger 21, an exclusive, global network of rich businesspeople—you need to pass a background check and hold at least $20 million in liquid assets to join—is looking to assemble its first group in Northeast Ohio.