Heads of families should get their affairs in order if they are to avoid falling into the same trap as Logan Roy in the TV show Succession
Family Offices

Private View Blog: Succession planning - learning from the Roy family

Private View Blog: Don’t blame family offices for sins of the individual
Family offices are, in essence, simply extensions of private individuals, and blaming these institutions for the investment activities of their founders is missing the point

Private banks swarm around family office honey pot
Private banks are setting up specialist teams to target the growing number of family offices, but must better align their structures to accommodate this demanding client segment

Investors look to play the generation game
Research suggests family-owned businesses tend to carry less debt and outperform the wider equity market

Wealth industry adjusts to meet family clients' growing appetite for alternatives
With private equity the asset class of choice for the wealthiest clients, private banks are having to boost their internal skillsets

Is an integrated model key to serving family offices?
Union Bancaire Privée’s Michael Blake and John Younger of RBC discuss the importance of an integrated investment banking and wealth management model for servicing wealthy families

Fintech on Friday: Moving the family office online
The Covid-19 pandemic has forced family offices to adopt new technology at pace, helped in no small part by the engagement of younger family members

FWM and Stanhope promise family advice free of conflict
More mergers between multi-family offices are to be expected as firms look to comply with regulation and embrace technology

Private View Blog: Accelerating change in family offices
Family offices are changing as they respond to the economic effects of the coronavirus, the rise of ESG investing and make increased use of outside experts. While they may present challenges to traditional asset managers, these changes are creating opportunities for family offices

Fintech on Friday: Time for family offices to embrace technology and flourish in the modern world
Many family offices have been slow to adopt the latest digital solutions but they must if they are to remain relevant to a younger client base
Global Private Banking Awards 2022
PWM Digital Edition (March–April 2023)
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