Climate Change Impacts Family Offices’ Real Estate Investment Strategies
May 20 - 24. 2019
The impact of climate change is changing the way family offices and enterprises manage and mitigate risk in real estate investments. In September 2017, Hurricane Maria struck the coast of Puerto Rico. After claiming the lives of 3,000 people, it became the deadliest storm to ever hit the island. Nearly two years later, Puerto Rico and its people haven’t yet fully recovered.
Good Governance: A Primer for Family Offices
April 01 - 05. 2019
Reconciling multiple generations and branches of a family’s values and differing perspectives while managing and preserving wealth is among the greatest challenges family offices face. Good governance is a critical part of any family office to help overcome these challenges.
Family Offices Dive Deeper into Direct Tech Deals
Feb 25 - March 01. 2019
Family offices are increasingly deploying capital into direct technology deals. The immense wealth generated in Asia, the rising number of billionaires in the technology sector and the recent surge in public equity valuations has led many wealthy individuals to set up a family office and pursue private deals for diversification and alpha generation, according to Bloomberg.
Why Wealthy Families Need a Robust Social Media Policy
Jan 21 - 25. 2019
Seven years ago, Alexa Dell, the daughter of tech billionaire and Silicon Valley entrepreneur Michael Dell, posted a picture of her brother seated across from her in their private jet en route to Fiji for a short holiday.
Increasing Global Regs Mean Higher Compliance Costs for Family Offices
An increasing global regulatory burden is leading to higher compliance costs for some family offices. The cost of wealth management has been steadily rising over the past few years, as governments demand more transparency and tighter controls on the financial services industry. The wea...READ MORE
4 Key Risks Family Offices Face
Aug 06 - 10. 2018
Wealth management is an exercise in risk mitigation. It is essential for any entrepreneur or wealthy family with a family office to consider the inherent risks that come with growing and preserving wealth for future generations. The following are four risks family offices face:
MarketCurrents Wealth Management releases its April 2018 edition on Human Capital in Family Offices
The maturation and increasing institutionalization of single-family offices globally is driving demand for non-family member executives to run them. Chief executive officer (CEO), chief investment officer (CIO), chief operations officer (COO) and chief financial officer (CFO) are among the key leadership rol...READ MORE
Cybersecurity Risks and Insurance
March 19 - 23. 2018
Cyberattacks and online fraud are on the rise and becoming more sophisticated. Family offices, a prime target, are increasingly looking to address cyber risk in its many forms. “I see family offices developing very robust cyber playbooks,” says Mr. Silverman. This includes prevention, having a plan if a breach occurs and implementing ongoing monitoring programs.