Family offices
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We provide customized services for family offices, family foundations, and family businesses
We know through long experience that every family office is as unique as the family that it serves.
Our more-than 1,400 clients worldwide range from newly created, first-generation family offices to large, established, multi-generational family offices.
We customize a strategy for each of them, drawing from our comprehensive offering of investments, lending, liquidity management, wealth planning, technology solutions, and philanthropic advice.
Among our specialities are creating cross-border strategies for clients with family members, businesses, and foundations in many parts of the world.
We can also offer institutional-level services, ideas, pricing, and execution for eligible family offices with sophisticated needs.
Our dedicated program of events brings together families and family offices to share ideas, experiences, and best practices.
Comprehensive services for family offices of every size and structure.
Our clients are increasingly global in their family and business presence, and therefore require a global Private Bank that can seamlessly provide banking, financing, investments and wealth planning services across the world.
By Stephen Campbell,
Effective investment management requires substantial expertise and resources. Family offices must weigh the...
By Stephen Campbell,
Our new book explores the crucial elements of successful succession planning
By Karen Kardos,
A cavalier attitude to compliance can put your philanthropy at risk. We explore five best practices for...
By Stephen Campbell,
Attracting and retaining top executive talent increasingly requires customized remuneration strategies that...
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
