02/15/2023

Trends to watch for Family Offices

2023 will bring a renewed focus on costs for Family Offices: building experienced teams, implementing the latest technology, and scaling operational infrastructure in-house.

02/01/2023

Why UNHW Families Are Forming Private Trust Companies

PTCs integrate family offices into the trust structure, enabling family members to be directly involved in decision-making processes while also limiting the family’s liability and offering more control over their fiduciary structures.