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Families often ask what the best technology platform for a family office is – making the assumption that there are just one or two types of technology solutions. However, most family offices require a combination of accounting, investment and reporting tools, as well as various supporting tools. The specific tools vary based on the types of i...

How will the Internet of Things (IoT) change the family office industry and how we serve our clients? This session will identify key triggers for change in terms of client engagement, delivery of services and advice, communications, integration, and access to a variety of products. The goal is a thought provoking discussion of how the world is chan...

Selecting or reviewing the location of your family office is a highly complex and challenging exercise. As your family grows and gains assets and business interests that are often outside your home country, a host of factors can be crucial to your choice of location. These include considerations around reputation, regulatory frameworks, tax regimes...

As enterprising families expand across generations, they often stray from their entrepreneurial wealth creation roots to a more risk-averse wealth-protection mode. However, if maintaining shared family capital across multiple generations is the goal, wealth protection mode is not an ideal strategy and may have some unintended consequences. Building...

It is not uncommon for enterprising families to end up making sub-optimal capital allocation decisions due to limited visibility into, and planning around, the entirety of their shared family assets. To optimize the value of shared family capital, both the business and other entities or advisors in the enterprise ecosystem must work in harmony. Wit...

Dr. Alexander Koeberle-Schmid, family business expert at PwC, has helped more than 100 entrepreneurial families from around the world navigate the complexities of communal investing. In this episode of The Family Business Voice podcast, Koeberle-Schmid speaks to Ramia M. El Agamy about the three fundamental requirements of a family office and the f...