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Over one thousand family offices choose Citi Private Bank to provide them with our global banking and investment services.
By Karen Kardos
Many philanthropic foundations create impact but can achieve more. We explore how one conversation may help...
By Edward V. Marshall
We explore some of the most common social investment misconceptions to help family offices assess the pros and...
By Edward Marshall
We explore some key attributes of great family office CFOs
By Edward Marshall
Family banks provide wealthy families the opportunity to fund projects that instil family values and culture,...
By Edward Marshall
We explore some key success metrics for family office CIOs.
By Edward Marshall
How family offices can identify, mitigate, and manage privacy and reputational risks
By Edward Marshall
Family offices can make particularly attractive targets for ransomware criminals. We explore how to defend...
By Stephen Campbell
While cost is a highly important issue when assessing family offices, it should always be viewed in context of...
By Edward V. Marshall
We explore some key success metrics for family office CEOs
By Edward Marshall
We released a new report exploring family office organizational design, strategy, and governance.
Stephen CampbellChairman of Global Family Office Group
Karen KardosHead of Philanthropic Advisory – North America
