When a Founder Wants Your Capital and Network, but Not Your Control
Founder-led rounds offer access to sought-after companies, but minority investors still bear the risk without control or strong shareholder protections.
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The Family Office Guide: Structure, Investments, Governance and Succession
A family office brings investments, ownership, liquidity and succession under one structure, with the operating model shaped by the family’s assets, complexity and need for control.
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European Equities Are Giving Global Portfolios A Reason To Rebalance
Years of US outperformance have left many global portfolios more concentrated than intended; stronger European earnings and lower valuations give investors a reason to review that balance.
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Family Office Risk Often Begins With An Ordinary Invoice
Family offices can lose money far from the investment portfolio, with altered invoices, weak approval controls and fragmented payment processes turning routine transactions into a source of risk.
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Family Offices Are Becoming More Serious About Private Credit
Family offices are turning to private credit for contractual income and stronger lender protections, while accepting the trade-off in liquidity, complexity and borrower risk.
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The Family Office Needs An Operating Reserve Too
The concept of an operating reserve is critical for family offices, allowing them to manage wealth with greater stability. This article explores the necessity and benefits of maintaining such reserves.
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What Wealthtech Actually Solves for Wealthy Families
Wealthtech earns its place by turning scattered bank accounts, private assets and ownership structures into one working view of a family’s wealth.
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Why Sports Teams Are Becoming A Family Office Asset
We examine how family offices are changing the way they invest, govern risk and manage liquidity as private markets and new technology reshape the operating model.
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A Family Office Can Be Too Small To Behave Like An Institution
A family office can outgrow its purpose when institutional processes add more cost and complexity than the family’s wealth actually requires.
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Family Offices Are Rethinking Currency Risk
Family offices are moving currency risk closer to the centre of portfolio strategy, matching assets more deliberately with the currencies in which families actually spend, borrow and invest.
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