family office winter forum


What is the family office?

According to recent market research, the number of billionaires and Ultra High Net Worth (UHNW) families around the globe continues to grow year after year. This development has clearly affected demand for wealth management services, and more and more family businesses are now turning to entities called family offices to manage their wealth.


Family Office & Wealth Management Articles

culture of giving

The Global Culture of Giving: Four Key Trends You Need to Know

Image source: Pixabay via PexelsOver the last decade, we've seen a remarkable development in philanthropy: the emergence of a global culture of giving among leading wealth holders. Younger generations moving into leadership roles have...
Family offices and venture capitalism

Family Offices and Venture Capital

One of the fastest growing trends within the family office sector is leveraging venture capital in long-term planning and strategy. Expert Brett de Bank, a former wealth manager based in London, helps family offices and...
Growing your Family’s Human Capital

Growing your Family’s Human Capital

This is an abridged version of a longer article courtesy of the International Family Offices Journal. There is a revolution unfolding on the balance sheets of the world’s corporations that holds a lesson for families...

Family Office 101

Photo by from PexelsIn this series we will discuss 5 major pitfalls to watch out for when moving from standard wealth management services (provided by a private bank) to dedicated family office services.According...
Five Critical Questions for Family Offices

Five Critical Questions for Family Offices

Dr Alexander Koeberle-Schmid, family business expert at PricewaterhouseCoopers GmbH, Germany, has helped more than 100 entrepreneurial families from around the world navigate the complexities of communal investing. His latest book, The Family Office: A...