Featured on Business Up Turn: “How Connections with Singles Family Offices Ensure Success Through Generations.”
How Connections with Singles Family Offices Ensure Success Through Generations
March 2023; Investors Insights On World Matters
2023 March Issues; 11 Investors' Insights on What is Happening in the World. The 117th GILC Summit held on March 9, 2023, was a remarkable event that brought together some of the world's most respected investors, prominent heads of single-family offices, and numerous other investment experts. The investment leaders [...]
Featured on Financial Investor: “Family Offices Best Practices.”
Family Offices: 4 Best Practices in Succession Planning and Next-Gen Integration
Testimonials – Marta Albert, Principal at QG Family Office (UK):
Marta Albert: One thing I can say about my experience in the Club is that I've met some very interesting people through the Global Investment Leaders Club. The meetings are always a pleasure to attend. They are entertaining, educational and fruitful from a networking perspective. I love being a part of such a [...]
Testimonials – Lisa Morris, Director of Philanthropic Services at FORCE Family Office (United States)
Lisa Morris: During my time in the Global Investment Leaders Club, I've met some really interesting leaders from all over the globe, many of whom have expertise in areas that I'm not very familiar with, so it also comes down to a learning experience. I've been a member for two years now and [...]
Testimonials – Guneet Banga, Executive Director at The Caravel Group Limited (Hong Kong)
Guneet Banga: For me being a a member of the Club has been a fantastic experience to meet and interact with so many interesting investors and industry leaders. It has been phenomenal in terms of my own growth and the international network connections I'm making with people whom I could potentially be working [...]
Succession Planning; Effective Ways to Prepare Your Family Office For The Future
The 3 Most Effective Ways to Prepare a Top-notch Succession Plan. Although succession planning is crucial for a family office, a paper produced by UBS in partnership with Campden Wealth Research reported that only 54% of family offices have a succession plan in place. And to top it off, [...]
Preparing Heirs; Ensuring That The Next Generation Is Ready To Run The Family Office
How to Prepare and Train Heirs to Take Over the Family Office. People who have managed to achieve a considerable amount of wealth recognize that preserving family money beyond a few generations is not an easy task. So much so, in fact, that statistics back up this narrative; studies [...]
Preparing a Family Office For The Future; Transitional Challenges and How To Prepare For Them
Preparing a Family Office for the future - transitional challenges and how to ensure long-lasting success for the generations to come. A family office is a private wealth management advisory firm established by an ultra-high net-worth family. The concept of a family office was first introduced by John D. [...]