01/22/2020

2020 Family Office Outlook

Based upon industry data, client observation and leading wealth, tax, estate, and family office conferences, here are the leading family office trends as we begin 2020.

01/14/2020

Family office expertise

UBP offers advice for families at the crossroad of choosing between single and multi-family office

01/02/2020

The Future: The Virtual Family Office

Because of technological advancements and some very ingenious professionals, most any affluent family can get the same advantages of a single-family office.

12/24/2019

How Family Offices Raised Their Game In 2019

Half of family office executives also reported a rise in operating business revenue, 43% an increase in the number of individuals or families their family office serves and 50% an increase in the degree of governance or reporting structures they have in p

12/19/2019

Family offices embrace creative thinking

Most family offices have planned very carefully for 2020 with cash reserves in case there is a global growth slowdown, but there is still significant opportunity in the market.

12/16/2019

The Rise of the Family Office

A greater share of the wealthy have looked to take firm control of their financial futures through single family offices or multi-family offices.