Choosing the right location for a family office has always mattered. For families establishing or reviewing the location of a family office, however, the decision should not be viewed solely through the lens of tax, regulation or personal residence. It also has direct implications for...
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As global complexity increases, family offices are evolving from administrative structures into strategic hubs. Drawing on the Julius Baer Family Barometer report, this article explores why governance, leadership and family office recruitment are becoming central to long-term resilience....
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In today’s fractious geopolitical environment — shaped by Trump’s unpredictable trade policies and global uncertainty — family offices face new challenges in safeguarding and growing wealth. What does this mean for investment strategy and recruitment for family offices? The UBS Global Family Office Report 2025 provides...
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The UK has long been regarded as a safe and sophisticated base for global wealth and family offices. However, recent political and fiscal developments are prompting a number of ultra-high-net-worth individuals (“UHNWIs”) and families to reconsider their presence in the country. Of particular note is...
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With high profile Principals such as Ray Dalio setting up a branch of his family office in Abu Dhabi and a steady stream of headlines highlighting ultra high net worth individuals moving to the region, we examine family offices in the Middle East and identify...
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New data suggests a move towards non-family professionals in leadership roles at family offices. Here’s what it means for recruitment. The recent Deloitte Family Office Insight Series observes that family offices are shifting away from leadership by family members and towards recruitment of outside professionals. This points...
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The UBS Family Office Report 2024 provides an interesting insight into the challenges facing family offices around the world. The analysis draws its information from 320 single family offices, across seven regions, with an average AUM of $2.6 billion. It gives us a clue as...
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We are launching a series of technical articles in conjunction with some partners that we hope are of interest to family offices. Our second, by Simon Briggs, Consultant, Whitmill Trust Company, looks at Private Trust Companies and their potential application. Most family offices will have experience...
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We are launching a series of technical articles in conjunction with some partners that we hope are of interest to family offices. Our first, by Simon Briggs of Whitmill Trust Company, looks at Jersey Private Funds and their potential application. Family offices will often be managing...
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UBS’s Global Family Office Report 2019 has now been released, featuring insights gathered from surveying of 360 single and multi family offices globally. Below, we’ve extracted three of the most pertinent points for family office executives (i.e. Chief of Staff, Chief Investment Officer, CEO, Chief Operating...
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