Top Family Office Blogs + Resources

As summer travel surges, families are once again embracing the opportunity to explore the world not just for leisure, but for legacy. Whether it’s a multi-generational cruise, a remote villa rental, or a business-tinged escape abroad, successful families are redefining what it means to travel well. But behind every picture-perfect getaway lies a series of choices with financial, logistical, and emotional weight. From tax considerations to family dynamics, summer travel has evolved into a multif

In today’s fast-paced world, managing bills can be a time-consuming task. Whether you’re balancing a busy professional life, managing a business, or simply looking for a more organized way to handle your finances, hiring a personal bill pay service might be the solution. But before you entrust someone else with such an important responsibility, there are several critical questions you should ask to ensure they’re the right fit for you. 1. How experienced are they? Your first concern should be w

Incorporating philanthropy planning and giving into the family office structure is a powerful tool to help transform communities and create lasting legacies. For family offices, philanthropic giving has benefits beyond strictly financial. See how having a philanthropic vision for your family office can optimize resources while also creating a positive social impact and strengthening family bonds. Finding a Philanthropic Purpose Each family office will have their own reasons for giving, so estab

When it comes to managing substantial wealth, especially across multiple generations, the complexity of financial needs and objectives increases significantly. Ultra-high net worth (UHNW) families often explore various strategies to ensure their wealth is preserved, grown, and transitioned smoothly. Two common structures in this realm are traditional family offices and family office services offered by wealth management firms. Understanding the differences between these can help families make i

Residential real estate markets in desirable cities across the country have long been appreciating in value faster than real estate in the rest of the country. During the COVID-19 pandemic, that growth accelerated even more due to low supply and increased demand from the millennial generation. Even as interest rates rise today and the growth cools down, prices for housing remain high. As a result, buying a first home has become significantly more challenging for younger generations to achieve.