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,...

At Accordant Global Partners (AGP), we serve some of the most prominent families, corporations and business leaders in the world. We are our clients outsourced Chief Security Officer and operations team. Our Purpose is to ensure the families and organizations under our protection remain resilient to...

Prenuptial agreements are becoming increasingly popular and standard for couples, especially for wealthy families and individuals. These agreements, when implemented well with reputable legal experts, provide a relatively predictable method for asset protection and planning. However, navigating the ...

In December 2022, Congress passed the Securing a Strong Retirement Act of 2022, commonly referred to as the SECURE 2.0 Act. The SECURE 2.0 Act includes a multitude of provisions, many of which affect employer-sponsored retirement plans and individual retirement accounts. In this article, we here ...

There’s no limit to the number of hours a family office can spend mired in PDFs and spreadsheets tracking private investments. Information on private investments is spread out among numerous data providers and fund managers, sometimes numbering in the hundreds. Each source presents data in its un...