01/27/2020

Ultra-Wealthy Demand Up For Single-Family Office Services

The survey found that more than three-quarters of trust and estate planning professionals (78%) said their clients were interested in incorporating impact and sustainable investing as part of their overall wealth plans.

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