Family offices: Best practices for today and tomorrow

More and more family offices are direct investing, building an in-house direct investment function to gain greater control, better diversification, increased flexibility, and income and estate tax benefits. From generating deal flow to due diligence, we share key considerations.

As family offices expand their technology footprint, cyberattacks are rising. Hackers continue to refine their approaches, but key controls and proactive planning can strengthen your family office cybersecurity defenses. We share action items for any family office.

While the goals of most family offices remain constant, family office operating models are continually evolving. Learn how current trends and new technologies are giving families unprecedented flexibility when selecting the right family office structure.

Fortify your family office to thrive today and beyond with our comprehensive Family Office Answer Book.