How Technology Supports People in Family Offices
Many employees of family offices are grossly overwhelmed with tasks, but technology has advanced to the point where it can relieve some of the strain.
Family Offices
Inside the Family Office: Equity Group Investments
Mark Sotir, president of Equity Group Investments, discusses the firm's history, investment goals and long-term investment strategy.
Inside the Family Office: Hyatt Family Office
Elmer Kim, chief investment officer of Hyatt Family Office, discusses his firm's investment philosophy, focus areas and structure.
How Dashboard Technology Can Help Family Offices Maximize Their Data
More family offices recognize the value in platforms that display and interpret data in ways employees, family members and advisors can make strategic business decisions.
Family Offices and Virtual Work: Choosing the Right Technology
RSM US LLP discusses how family offices are using technology to enable remote work in a global pandemic and the risks they must consider.
Family Office Dynamics: People Over Process
On the podcast, Da Vinci Global Consulting's Michael Beduze and AchieveNext's Tom Stewart delve into the issues impacting a family office's success.
Tax Planning for Family Offices
Matt Talcoff, partner and national industry tax leader for RSM, joins GrowthTV to discuss the tax issues that family offices should be thinking about in 2021.
U.S. Economic Outlook, Family Offices and PE-Backed Companies: Day One of the ACG Fall Summit
The first day of ACG's Fall Summit focused on the economic fallout of the elections, partnering with family offices and managing PE-backed companies.
Faced with Uncertainty, Family Offices Take the Long View
Family offices are often spared the immediate impact of economic tumult, and early data suggests that this crisis will be no different.
SEC Brings Clarity to Accredited Investors and Family Offices
If adopted, proposed changes to the accredited investor definition would clearly define the role family offices and their clients play in private markets.