Family Office News & Insights
Family Office News & Insights
Stay informed with the latest developments in family office management, wealth preservation strategies, and industry trends from leading experts and practitioners.
From manual to the cloud: How Sage Intacct transformed key family office processes
Embracing the Future: Cloud-Based Solutions for Family Offices In an era where digital innovation is reshaping industries, family offices are increasingly turning to cloud-based solutions to enhance......
Read Article →Eton Solutions wealth-software firm raises $58M
In a significant development for the family office and wealth management sector, Eton Solutions, a Morrisville-based wealth management software company, has successfully raised $58 million in a......
Read Article →RFPs, Pain Points And Buy-In: Focus On Vendors At Family Office Fintech Forum
Understanding the Role of Fintech Vendors in Family Offices At a recent Family Office Fintech Forum in Manhattan, industry experts and vendors gathered to explore the evolving landscape of technology......
Read Article →Software-As-A-Service And AI: A Potent Mix For Family Offices
In an age where data is both abundant and essential, family offices are increasingly turning to innovative solutions to streamline operations and enhance decision-making. Software-as-a-Service (SaaS)......
Read Article →The 2024 Family Office Software Roundup
As the wealth management landscape continues to evolve, family offices are increasingly relying on technology to streamline operations and enhance decision-making processes. The year 2024 has been......
Read Article →W3i Software Receives $1.5M From Hoskinson Family Office
In an evolving landscape of digital currencies and blockchain technology, family offices play a pivotal role in shaping the future through strategic investments. The recent funding by the Hoskinson......
Read Article →Family Office Software Market Is Booming Worldwide 2024-2032
Understanding the Family Office Software Market Surge In recent years, the family office software market has experienced a significant upswing, capturing the attention of wealth management......
Read Article →SumIt Announces Strategic Integrations with Bill and Addepar into its Family Office Accounting Software
The Evolution of Family Office Accounting Software In an era where financial complexity is rapidly escalating, family offices increasingly require sophisticated tools that can streamline operations......
Read Article →SEI to sell family office wealthtech biz for $120m
In a strategic move within the financial technology sector, SEI Investments has announced the sale of its Family Office Services platform to Aquiline Capital Partners for $120 million. Scheduled to......
Read Article →Aquiline to scoop up SEI's family offices services unit
In an important development for the family office sector, Aquiline Capital Partners is set to acquire SEI's family office services unit, a transaction expected to finalize in the late second quarter......
Read Article →Arch Debuts AI Tool for Family Offices Swimming in Private Investments
Managing private investments has always been a demanding task for family offices, requiring meticulous attention to detail and efficient organization. With the surge in private market opportunities,......
Read Article →Meet the enigmatic manager who oversees Larry Page's Google fortune
The Intricacies of Managing Privacy for High-Profile Clients In the world of family offices, privacy is paramount, especially when managing the fortunes of prominent figures like Google co-founder......
Read Article →Family Office Resources
- Family Office FAQ
- What is a Multi-Family Office?
- Family Office Minimum Assets
- Family Office vs Wealth Management
- Family Office Services Explained
- Family Office Glossary
- Assets Under Management (AUM)
- Family Governance
- Alternative Investments
- Family Office Services
- Wealth & Investment Management
- Estate & Legacy Planning
- Governance & Education
- Administrative & Reporting
- Types of Family Offices
- Single Family Office
- Multi-Family Office
Related Resources
- Frequently Asked Questions
- Family Office Glossary
- Family Office Services
- Types of Family Offices
- Latest Family Office News
- What is a Multi-Family Office?
- Single Family Office Guide
- Wealth Management Services
- Estate Planning Services
- Tax Strategy Services
- Portfolio Management
- Family Governance
- Administrative Services
- Family Office vs Wealth Management
- Family Office Costs
- Minimum Net Worth Requirements
- Single Family Office Definition
- Multi-Family Office Definition
- Assets Under Management
- Ultra High Net Worth
- Alternative Investments
- Philanthropy & Foundations
- Technology & Cybersecurity
- Lifestyle & Concierge Services
- Personal Security Services
- Regulatory Compliance
- Financial Administration
- Impact & ESG Investing
- Liquidity Planning
- Conflict Resolution & Mediation
- Lifestyle Management
- Trust & Estate Structuring
- Consolidated Reporting
- Next-Gen Leadership Development
- Entity & Legal Structure Management
- Vendor & Service Provider Oversight
- Health & Wellness Services
- Single vs Multi-Family Office
- Family Office Services Explained
- How to Choose a Family Office
- Multi-Family Office Structure
- Family Governance Definition
- Alternative Investments Guide