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,...

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...