When it comes time to hold a family office retreat as a tool to approach legacy planning, professionals within family offices who are tasked with planning that retreat often realize that it is a much larger undertaking than they anticipated. We’ve previously shared insights from experts at Bernstein...

Family offices have traditionally been a mysterious entity in the wealth management space. Designed to preserve privacy, exclusivity, and prestige, family offices seemed destined to remain under the radar, each operating to its own unique beat. However, as wealth continues to grow across a broader s...

In the intricate world of family offices managing high-net-worth portfolios, Artificial Intelligence (AI) emerges not as a replacement but as a robust ally. AI augments human capabilities, offering precise data analysis and predictive analytics that aid in efficient decision-making. Whi...

Family offices manage a unique set of challenges. With multi-generational wealth, diverse investment strategies, and a constant need for transparency, ensuring efficient and accurate reporting becomes paramount. Traditional reporting methods often struggle to keep pace with these complex needs, lead...

One of the biggest challenges facing family offices is educating the next generation in financial literacy, governance issues, finding their inner purpose and aligning their wealth with their values. Yet despite the fact that 60% of family offices say preparing the next generation for responsible...

This week, Family Office Exchange (FOX) recognized Katherine Dunlevie, Advisory Board Member of the UHNW Institute, and Scott Peppet, President of the Chai Trust Company, LLC, as the 2024 recipient of its Community Builder Award, Inspired by Glen W. Johnson, FOX’s former President of Membership. The...

From Ohio school computers to nationwide hospital operations and Donald Trump’s presidential campaign, cyberattacks are compromising vast areas of society. Family offices are no exception, with ultra-high-net-worth individuals being a top target for criminal groups around the world. “Even though ...

Keywords: ACT, wealth management, FOX, underserved, small business, housing Imagine a small business in an underserved community that wants to grow but can’t get a loan from a traditional bank. It’s the kind of company your family office would like to support—a builder of affordable homes, a groc...

Where do SMA's stand in Q1 and Q2 2024? There is a common perception in the investment world that active managers have an advantage over passive managers during times of increased volatility, since active managers can go on the defensive, whereas passive managers have strict mandates to mimic an ...

Today’s family office plays a far more complex role than merely overseeing financial stewardship. It has evolved into the family’s primary advisor, akin to the consigliere of old, expected to possess a holistic view of the family’s world. This encompasses navigating daily life, educating family memb...

As we look ahead to fall, here’s a glimpse of what summer was like: Summer is when the valuation team prepares for the busy times ahead. While our work never truly slows down, we take this opportunity to help ensure we’re well prepared during the busy times. Our summer was full of initiatives lik...

Our very own CEO, Peter Moustakerski, was recently featured in Scott J. Allen, Ph.D.'s podcast, Phronesis: Practical Wisdom for Leaders, episode 243: Seeing Around Corners. Peter and Scott discus Navigating Change and Building Community, Maximizing Family Capital for Impact, Managing Complexity a...

The Synergy of Strong Networks and Personal Development In Part 2 of our Love & Legacy series, we explore The Synergy of Strong Networks and Personal Development. This will be done by examining 3 specific facets of this synergy that we at Boutique Matchmaking encounter every day: via Leveragi...

Love & Legacy When managing multi-generational wealth, the intertwining of love and family legacy presents unique challenges and opportunities for parents curious about how they can guide or positively influence their children's marital choices. At Boutique Matchmaking, we help nav...

Enjoy a recap of the 2024 Family Office & Wealth Advisor Forum by Erin Hulse, Founder of Deviate Consulting. DAY 1 | DAY 2 | DAY 3 Monday, July 15, 2024 | Day 1 Unlocking the Value of Time Capital John K. Coyle, Design Thinking Expert, Olympic Medalist, and Emmy Award Winner ...

By Peter Cunha, Director of Business Development Imagine having the power to be agile enough to dive deep into your endowment portfolio with just a few clicks. Diving deep within an endowment portfolio presents challenges requiring careful management and sophisticated tools. The complexity of ass...

By Wendy McCoy, Chief Strategist As an early advocate for AI-enhanced solutions during my time at IBM, it's surprising to suggest that family offices carefully consider the deployment of cutting-edge AI tools. While these tools can certainly support lean staffing models managing vast amounts of d...

Read this if you are interested in artificial intelligence (AI). Everyone is talking about AI right now. With the technology accelerating so fast, companies and individuals are struggling to figure out the impacts: Will it be helpful for businesses? Will it be harmful for employees? Will it ...

Read this if you are a business owner. At BerryDunn, we deal with company valuation on a daily basis. For example, consider the value of the following two hypothetical companies. Anita owns A+ Manufacturing, a car parts manufacturer that employs 100 people. Roger owns a very similar company...

Picture this: the sun-kissed waves gently lapping against the hull of your private yacht, the salty breeze whispering tales of undiscovered treasures. When seeking the epitome of opulence and adventure, there's nothing quite like a bespoke yachting holiday through azure waters. In recent years, t...

One of the most distinctive features of family office capital is the personalized way each family looks at their investment objectives of risk, return and liquidity. This is particularly challenging in an era of rapid technological and informational change that requires balancing the digestion of ne...

In the world of family offices, security concerns often take a backseat to wealth management and asset protection. However, when a crisis strikes, the need for a Chief Security Officer (CSO) becomes paramount. This case study delves into the remarkable journey of a new CSO who, thrust into a whirlwi...

Peter Schatoff, Senior Relationship Manager According to a survey of KKR’s network of family offices, 52% of their portfolios will be invested in alternatives in 2024. As the alternative asset category continues to grow in size and scale within our client’s portfolios, it is only natural tha...

At Boutique Matchmaking, we understand that comprehending and speaking the love language of loved ones can enhance bonds and relationships. Gary Chapman's principles of the 5 Love Languages provide valuable insights into how individuals express and receive love. But what exactly are ‘...

On December 13, 2023, the Financial Accounting Standards Board (FASB) issued its much-anticipated Accounting Standards Update (ASU) on accounting for and disclosure of crypto assets. This ASU is the first official guidance under US generally accepted accounting principles that addresses the accounti...

Get ahead of cyber risk. As phishing and ransomware attacks advance in efficiency and scale, the financial motivation that fuels cyberattackers is stronger than ever. Due to the level of wealth that is managed, family offices are a particularly attractive target. Families have paid up to $500,...