Family Offices 101: What They Are and How They Manage Wealth
As the ranks of the ultra-wealthy keep growing, family offices are on the rise. Come and discover what a family… Read More »Family Offices 101: What They Are and How They Manage Wealth
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Off the Shelf – Volume II: Curated Reads for Smarter Fundraising Research
Just in case you missed the memo from your air conditioning bill, it’s officially summer 2025. And while others are busy curating beach reads and poolside mysteries, we’re here with something far more thrilling: a summer reading list that’ll make your fundraising neurons do the happy dance.
3 Reasons You Should Care About Family Offices
When I first heard of a family office, I thought it was a fancy way of saying a family business. Boy, was I wrong! Family offices are a way for families to manage their wealth – as if that wealth was a business. This can include managing family investments and companies, estate planning, education planning, vacations, and philanthropy.
Family Opportunities: UBS Global Family Office Report 2023
The report is the 4th annual global family office report by UBS. The report provides comprehensive research on family offices throughout the world. Participating in the study were 203 family offices, each with an average $2.2B net worth.
Get Personal and Deliver Impact: Reviewing Capgemini 2022 World Wealth Report
By Elisa Shoenberger What is this report? The World Wealth Report is an annual report about the wealth of high-net-worth… Read More »Get Personal and Deliver Impact: Reviewing Capgemini 2022 World Wealth Report