Family Offices

Family Offices

How Dashboard Technology Can Help Family Offices Maximize Their Data

February 22, 2021 Ben Glick

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.

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GrowthTV

Family Offices and Virtual Work: Choosing the Right Technology

January 20, 2021 Ben Glick

RSM US LLP discusses how family offices are using technology to enable remote work in a global pandemic and the risks they must consider.

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Podcasts

Family Office Dynamics: People Over Process

January 13, 2021 Kathryn Mulligan

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.

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GrowthTV

Tax Planning for Family Offices

January 11, 2021 Ben Glick

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.

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Family Offices

U.S. Economic Outlook, Family Offices and PE-Backed Companies: Day One of the ACG Fall Summit

November 10, 2020 Ben Glick

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.

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Deep Dives

Faced with Uncertainty, Family Offices Take the Long View

August 31, 2020 Ben Glick

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Family offices are often spared the immediate impact of economic tumult, and early data suggests that this crisis will be no different.

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Latest News

SEC Brings Clarity to Accredited Investors and Family Offices

February 24, 2020 Ben Glick

If adopted, proposed changes to the accredited investor definition would clearly define the role family offices and their clients play in private markets.

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Podcasts

Inside the Opaque World of Family Office Investing

January 21, 2020 Kathryn Mulligan

On the podcast, the Hyatt Bangia Family Office's chief investment officer discusses the family office landscape and how to break into this market.

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Family Offices

Family Offices Return to Their Roots

December 12, 2018 Ben Glick

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The managing director, investor market, for the Family Office Exchange outlines trends in family office investing, including a renewed focus on buying operating companies.

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Family Offices

Family Offices Embrace Direct Investing

November 15, 2018 Ben Glick

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Claudine Cohen, a principal in CohnReznick's Transactional Advisory Services practice, offers insight for families considering a direct investing strategy.

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