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Articles by Alan Baron
The Human Element in a High-Tech World
Wealth management is a relationship-based business. Clients don't only entrust firms with their assets; they also entrust them with their aspirations, families’ welfare and legacy. Yet as technology continues to reshape the industry, firms must confront how much of that human connection is at risk of being engineered away. By deploying technology with the right intent and strategy, firms can maintain human connection without sacrificing any of its value.
Five Strategic Priorities for UK Family Offices
The family office model has become a structural force in capital markets, particularly in Europe. Single-family offices alone control at least $4.7 trillion globally, with estimates rising to $6 trillion when multi-family offices are included. As private capital expands and intergenerational wealth transfers accelerate, UK-based family offices are navigating a period defined by scale, scrutiny and structural complexity. Five priorities emerge as decisive for long-term success.
The Evolving Landscape of Middle East Family Offices
The global economic landscape is in constant flux, and within this dynamic environment, family offices in the Middle East are undergoing a significant transformation. Traditionally focused on wealth preservation and intergenerational transfer, these entities are now adopting more sophisticated, institutionalized approaches to asset management, governance and strategic investment.
A Comprehensive Tax Guide for U.S. Family Offices
Family offices play a crucial role in managing and preserving the wealth of ultra-high-net-worth families. However, navigating the complex tax landscape can be a significant challenge for these entities. With the growth in private wealth and a rapidly evolving economic environment, achieving tax efficiency has become integral to preserving wealth across generations.
Exploring the Evolving Landscape of US Family Offices
Family offices play a pivotal role in today’s global economy, shaping investment strategies, fostering innovation and preserving generational wealth. Their importance has only grown in recent years, as evidenced by a 30% increase in the number of family offices worldwide since 2019, according to Deloitte. Today, North America alone boasts 3,180 single-family offices, controlling $2.4 trillion—half the global total. But as this industry grows, so do the complexities it must face.
Operational Challenges for Family Offices
In our recent report, created in partnership with Hedgeweek, we examine the trajectory of the family office industry and how family offices can address operational challenges like technology and inefficiency. Our report uses Hedgeweek’s survey and interviews of family offices to identify trends and reveal operational challenges in the family office space. Survey respondents cited a strong middle and back office as the key to building wealth for generations to come.
Private Market Operational Challenges for Family Offices
We recently sat down with several experts to discuss family offices, the generational and technology challenges they face, and how they can use outsourcing to address those challenges. The family office industry has been impacted by a variety of factors over the past several years—from the recent increase in private markets to the looming “Great Wealth Transfer” in which Millennials are positioned to inherit significant wealth from their boomer family members.
The Great Wealth Transfer Is Driving Family Office Trends
We recently partnered with Hedgeweek to explore the insights and challenges gleaned from their survey of family offices. The family office industry is growing and changing. From new sources of wealth to shifting strategies to confront challenges like higher interest rates and increasing complexity, family offices have had to adapt to a new environment.
Family Offices Continue on a Growth Trajectory
As new sources of wealth and growing business fortunes drive unprecedented expansion in adoption of the family office model, we partnered with Hedgeweek to create a report addressing your pressing questions by providing valuable intelligence and context.
Artificial Intelligence in Family Office Software Solutions
While artificial intelligence has been growing steadily in recent years, it has attracted much more interest in recent months, following the launch of OpenAI’s ChatGPT. ChatGPT has made the idea of artificial intelligence more accessible, and gives average users the opportunity to see some of the possibilities first-hand. This first-hand experience has increased users’ expectations from apps and software they typically use, including in their professional lives.
Could Trump pardon himself? Here’s what 2 former impeachment lawyers say.
Former President Donald Trump’s defense to his indictment on 37 felony counts for mishandling government documents — that he declassified them by thinking about it — is a harbinger of defenses to come. It is hardly out of character for Trump to make another fantastical claim to help himself — that he has already pardoned himself. Just this week, Trump said, “I don’t think I will have to” pardon himself should he win the presidency, which is hardly a rejection of that possibility.
Trump exposes gulf between voters, party elites
In their 1970 bestseller The Real Majority, Ben Wattenberg and Richard Scammon warned fellow Democrats to learn from President Richard Nixon's 1968 election strategy, which tracked closely the economically moderate but socially conservative "silent majority" of American voters.
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