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It's essential to understand the role that the right custodian can play in helping ultra-high net worth families build, maintain, and protect their wealth. By choosing a master global custody
Rethinking the physical family office space is complex, especially in the new world of hybrid workstyles, and family offices may be wondering why the design of office space matters at all.The answer
Eton Solutions discusses the current trends and challenges happening in the family office and presents an operating model solution in this video.
When you start the process of rethinking your family office workspace, an important step is to ask intentional questions. Beginning with the “why,” this checklist provides prompts
Real estate as an asset class requires constant attention to ever-changing variables. Implementing a defined, analytical, yet flexible asset management process within your family office’s
An influx of new insurers has helped expand overall capacity in the U.S. insurance market. As the market begins to stabilize, commercial insurance buyers that maintain quality risks with strong data
Families hire family office staff with the expectation that the office keeps their information, assets, and reputation protected. To safeguard the families’ interests, it’s critical for
A best-in-class family office tax function goes beyond preparing timely tax returns to drive tax strategy and reduce the overall income, gift, and estate tax burden across generations. Given the role
Corporate insiders pose a unique threat as they are given privileged access to the company’s assets and are trusted to use that access responsibly and ethically. However, this can go awry in
Shifting Horizons: Insights into How Family Offices Are Responding to Rapid Economic & Social Change
Drawing from the perspectives of 200 family office decision makers across all major geographic regions, this research report provides insights into how they have responded to the economic and