Family offices typically favor conservative investments. They aim to balance capital preservation with wealth growth. Yet, recent trends show a shift towards riskier investments for better returns. RBC’s report reveals 77% of family offices view investment risk as their top concern for the next 3-5 years. To manage this, most are turning to third-party experts
5 Things Family Offices Need to Think About in Quarter 4
The landscape for family offices is evolving rapidly, influenced by economic, technological, and generational factors. As we approach the end of the year, family offices must take a proactive approach, re-evaluating their strategies and preparing for the future. Here are five critical areas family offices need to focus on as they navigate the final quarter
What Crypto’s bloodbath means for family offices
Like many family offices, watching the crypto market fluctuate has been causing a lot of concern. While we don’t pick the investment strategies that families make, we are required to ensure that investment strategies are executed.
Philanthropy practices: how the family office manages charity endeavors
Many family offices find that by having strong philanthropy practices they get to ensure they make a difference to the world they live in and the causes that are center to their families, as well as benefit from tax benefits.
