KPMG 2026 US Family Business Report: Family Owned, Professionally Run
Family owners will need stronger governance, clearer reporting and tighter capital decisions as professional managers take over more of the business.
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Your Private Bank Is No Longer Competing Only With Other Private Banks
Revolut’s Swiss expansion is raising the standard clients expect from wealth managers long before it competes for their portfolios.
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How Real-Time Is Your Wealth Report?
A polished wealth dashboard can make every asset look equally current, but listed securities, private funds, property and manually updated holdings often run on very different timelines.
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When Clients Have AI, Wealth Management Has to Change
From AI-powered second opinions to more demanding personalisation, we look at how technology is changing the relationship between wealthy clients and their advisers.
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Who Is Watching Your Portfolio Between Meetings?
Markets can shift, allocations can drift, and risks can emerge long before your next review meeting—so who is actively watching your portfolio in the meantime?
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The Founder Built The Portfolio. Who Gets To Change It?
Klaus-Michael Kühne built a €36 billion fortune around concentrated bets; after his death, the harder question is which holdings his foundation should still own.
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A Foundation Can Preserve The Wealth And Freeze The Wrong Decisions
A family foundation can protect wealth for generations, but rules written today may leave future boards enforcing decisions long after the assumptions behind them have changed.
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What Changes When A Family Office Starts Managing Outside Capital?
Managing outside capital changes a family office from a private investment vehicle into an institution with new obligations around governance, reporting, conflicts and accountability.
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Private Equity Is Finding New Ways Not To Sell
Continuation vehicles let private-equity managers hold strong companies for longer, but investors need to judge the rollover as a new investment at today’s price, terms and liquidity cost.
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When a Family Office Should Build Its Own Private-Equity Team
Family offices are hiring private-equity professionals to build direct-investment teams, but the model only works when deal flow, governance and incentives justify the permanent cost.
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