Showing 1 to 12 of 15 results
Global Family Offices' Investment Strategies in 2025
Goldman Sachs' survey of 245 global family offices reveals a measured investment approach in 2025, prioritizing risk mitigation alongside strategic allocations to technology, infrastructure, and private credit.
Global Family Offices' Investment Strategies in 2025
Goldman Sachs' survey of 245 global family offices reveals a measured investment approach in 2025, prioritizing risk mitigation alongside strategic allocations to technology, infrastructure, and private credit.
Progress
52% Bias Score
Goldman Sachs Expands Australian Wealth Management Team to Capture Boom in Ultra-High-Net-Worth Clients
Goldman Sachs plans to expand its Australian private wealth management team to 20-25 clients per advisor to serve the growing number of Australian multimillionaires and families seeking global investment opportunities, leveraging the firm's global network and expertise.
Goldman Sachs Expands Australian Wealth Management Team to Capture Boom in Ultra-High-Net-Worth Clients
Goldman Sachs plans to expand its Australian private wealth management team to 20-25 clients per advisor to serve the growing number of Australian multimillionaires and families seeking global investment opportunities, leveraging the firm's global network and expertise.
Progress
40% Bias Score
Internal Vulnerabilities Pose Biggest Threat to Family Office Continuity
The 2025 Family Office Risk & Security Report reveals that internal vulnerabilities, such as unclear governance and over-reliance on key individuals, pose the greatest threat to family office continuity, exceeding concerns about external risks like cyberattacks.
Internal Vulnerabilities Pose Biggest Threat to Family Office Continuity
The 2025 Family Office Risk & Security Report reveals that internal vulnerabilities, such as unclear governance and over-reliance on key individuals, pose the greatest threat to family office continuity, exceeding concerns about external risks like cyberattacks.
Progress
48% Bias Score
Indian Family Businesses Flock to Hong Kong for Legacy Planning and Global Growth
Indian family businesses, like the Harilelas and KGK Group, are choosing Hong Kong for its established legacy planning expertise, global market access, and robust governance, overcoming challenges faced in India with its open capital markets and clear digital asset regulations.
Indian Family Businesses Flock to Hong Kong for Legacy Planning and Global Growth
Indian family businesses, like the Harilelas and KGK Group, are choosing Hong Kong for its established legacy planning expertise, global market access, and robust governance, overcoming challenges faced in India with its open capital markets and clear digital asset regulations.
Progress
48% Bias Score
Global Family Offices Increase China Investments Despite Trade War Risks
A UBS survey of 317 global family offices reveals that many plan to increase China investments despite global trade war threats; however, American family offices are an exception, indicating no such plans. The survey, conducted between January 22 and April 4, 2025, highlights a shift towards develop...
Global Family Offices Increase China Investments Despite Trade War Risks
A UBS survey of 317 global family offices reveals that many plan to increase China investments despite global trade war threats; however, American family offices are an exception, indicating no such plans. The survey, conducted between January 22 and April 4, 2025, highlights a shift towards develop...
Progress
36% Bias Score
Tech Job Cuts Signal Market Shift, Challenging Family Offices
The recent rise in Alphabet's stock price despite job cuts, coupled with similar actions by Intel and Meta, signals a broader shift in the tech sector, forcing family offices to adapt their investment, staffing, and business strategies.
Tech Job Cuts Signal Market Shift, Challenging Family Offices
The recent rise in Alphabet's stock price despite job cuts, coupled with similar actions by Intel and Meta, signals a broader shift in the tech sector, forcing family offices to adapt their investment, staffing, and business strategies.
Progress
44% Bias Score
Swiss Family Offices: A Cautious Approach to AI
Swiss family offices are cautiously adopting AI, prioritizing data privacy and confidentiality over rapid deployment, unlike their US counterparts who prioritize speed and operational gains.
Swiss Family Offices: A Cautious Approach to AI
Swiss family offices are cautiously adopting AI, prioritizing data privacy and confidentiality over rapid deployment, unlike their US counterparts who prioritize speed and operational gains.
Progress
32% Bias Score
Greece Eases Family Office Regulations, Attracting High-Net-Worth Individuals
Greece's new law 5222/2025 significantly alters Family Office regulations, lowering minimum operating costs to €500,000, expanding permissible activities to include trust advisory services for families, and clarifying tax treatment for foreign-connected companies and employee healthcare expenses.
Greece Eases Family Office Regulations, Attracting High-Net-Worth Individuals
Greece's new law 5222/2025 significantly alters Family Office regulations, lowering minimum operating costs to €500,000, expanding permissible activities to include trust advisory services for families, and clarifying tax treatment for foreign-connected companies and employee healthcare expenses.
Progress
0% Bias Score
Family Offices Shift to Long-Term Incentive Plans to Attract and Retain Top Talent
Family offices are increasingly using long-term incentive plans (LTIPs) to attract and retain talent, reflecting a shift from informal compensation to structured systems that align incentives with long-term value creation; 95% of executives in investment-led firms are now eligible for LTIPs.
Family Offices Shift to Long-Term Incentive Plans to Attract and Retain Top Talent
Family offices are increasingly using long-term incentive plans (LTIPs) to attract and retain talent, reflecting a shift from informal compensation to structured systems that align incentives with long-term value creation; 95% of executives in investment-led firms are now eligible for LTIPs.
Progress
28% Bias Score
Family Office Investments Surge, Driven by Biotech
Family office investments surged to 60 deals in June 2025, up from 47 in May, with a notable focus on biotech, as seen in Antheia's \$56 million Series C round, aiming to improve drug access globally.
Family Office Investments Surge, Driven by Biotech
Family office investments surged to 60 deals in June 2025, up from 47 in May, with a notable focus on biotech, as seen in Antheia's \$56 million Series C round, aiming to improve drug access globally.
Progress
48% Bias Score
Family Offices: From Wealth Preservation to Legacy Building
Wealthy families are transitioning from focusing primarily on wealth preservation to a legacy-building approach that emphasizes purpose, impact investing, and incorporating family values into investment decisions, viewing their wealth as a platform for positive change.
Family Offices: From Wealth Preservation to Legacy Building
Wealthy families are transitioning from focusing primarily on wealth preservation to a legacy-building approach that emphasizes purpose, impact investing, and incorporating family values into investment decisions, viewing their wealth as a platform for positive change.
Progress
32% Bias Score
US Tax Code Overhaul Prompts Urgent Estate Planning Adjustments
Proposed changes to the US federal tax code in the 2025 legislative session significantly impact estate and succession planning for wealthy families, prompting immediate action to adapt strategies depending on whether the estate tax is repealed, reduced, or reverts to pre-2018 levels.
US Tax Code Overhaul Prompts Urgent Estate Planning Adjustments
Proposed changes to the US federal tax code in the 2025 legislative session significantly impact estate and succession planning for wealthy families, prompting immediate action to adapt strategies depending on whether the estate tax is repealed, reduced, or reverts to pre-2018 levels.
Progress
64% Bias Score
Showing 1 to 12 of 15 results