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Eton Solutions discusses the current trends and challenges happening in the family office and presents an operating model solution in this video.

Rethinking the physical family office space is complex, especially in the new world of hybrid workstyles, and family offices may be wondering why the design of office space matters at all.The answer to this question lies in the approach. Transitions and disruptions are inevitable, but if approached in the right way and with the right resources, redesigning family office space can directly impact the family office’s level of success - both now and for generations to come.

The challenging market environment and the fear of several interest rate increases by the U.S. Federal Reserve in 2022 has led to a sell-off in global equities. Concurrently, the U.S. is facing inflation rates not seen in more than 40 years, adding to investor concerns. The Dollar's resilience continues to negatively impact Non-Dollar investment returns for U.S. investors.

Many of the challenges the fixed income market has experienced are part of the natural long-term economic cycle. While volatility is likely to remain in 2022, diversified fixed income portfolios can benefit from the rise in interest rates and wider credit spreads.

Decades of globalization have led to the developed world relying more on foreign nations, sometimes with competing interests. The pandemic and recent geopolitical events have shifted attention to the challenges inherent to an increasingly connected world. As nations—and companies—reconsider their cross-border relationships, how does this impact investors?

Philanthropy is embedded in the fabric of wealth management. Whether it's the Silent Generation or Generation Z, each generation wants to make an impact through charitable giving. With each generation having its own set of beliefs and perspectives, it's important to bridge that gap and ensure that, as wealth passes through generations, the family values and legacies are not left behind.

It's essential to understand the role that the right custodian can play in helping ultra-high net worth families build, maintain, and protect their wealth. By choosing a master global custody model, family offices can gain operational efficiencies, increased security, economies of scale, and a streamlined administration process.

As families consider their family legacy and ESG strategy beyond philanthropy, they are moving toward long-term stability and practices that benefit people, the planet, and the needs of future generations. It’s an enterprise mindset that understands the importance of establishing a robust governance framework and providing family members with tools for positive communication, collective decision-making, and processes to implement their strategies.

Many affluent parents have concerns about the impact a significant inheritance could have on their children. If you're not ready to give the bulk of your estate to charity but you are concerned about the potential impact of inherited wealth on your children, there are other options. They include timing the cash distributions, adding general statements of intent to your estate plan, establishing incentive provisions in your trust—and even creating an incentive trust.

Social media and other digital accounts have a life of their own. Managing them is one aspect of managing a deceased person's digital estate. Sometimes the problem is simply closing an account while other times, you hope to gain access to a loved one's accumulated photos, videos, or other important files. To help manage your digital accounts and plan ahead, know the rules governing Google accounts, Facebook, Instagram, LinkedIn, Twitter, and Dropbox.