ARCO/Murray’s Post

Family offices are gaining momentum—in both size and numbers. In “Future of the Family Office”, David Toth, President of Membership at FOX, notes that while family offices will remain a popular choice for UHNW families, they’re also taking on more challenging work and facing a great deal of complexity.   As their role expands, the sustainability of the family office becomes a question to consider. Discover three practices to help prepare the family office for the long run.    Click here to read “Future of the Family Office”: https://lnkd.in/gqc9atGE

Good return on time last night attending the Steers Center for Global Real Estate Luninaries Series at Georgetown University’s McDonough School of Business. As always, great content and an opportunity to meet folks in our business. Some key takeaways from an outstanding set of panelists are: Scott Rechler’s Kodak analogy, which office buildings are digital and which are film, digital worth a look and owning, film obsolete. In these uncertain times, one panelist mentioned the need for investing with conviction and enthusiasm based on market knowledge, which I suspect is always important. Matt Cypher, well executed again.

I’m excited to share the launch of our Family Office regional reports series! 🌍 This series delves into the nuances, trends, and themes shaping family offices across various regions. In our first report, my colleagues Michael Harman, Tracey Neuman, and Ella Pinnock examine the evolution of family offices in Europe, the UK, and the Crown Dependencies, focusing on wealth succession, investment planning, and asset growth. 📥 Download the report here: https://lnkd.in/eJgEBS7X

Looking forward to this, especially since it will be post election which seems to be an uncertainty in the Boardroom right now for a few industries, especially on FDI and reshoring initiatives. LOL! #siteselection #locationstrategy #CRE #FDI #crossborderinvestment #supplychain #strategy

Checkout the panel on "Investment Decision-Making within a Family Office" that Danielle Patterson, CEO of Family Office List moderated featuring 3 accomplished Family Offices yesterday during the Online Family Office Conference. I am fully of gratitude for the opportunity. Thank you to all of our other wonderful speakers and to Masha Shele, Max Pog & Roman Nefedov for your tremendous coordination! We look forward to participating in future events. 😁 #FamilyOfficeList #FamilyOffices #FamilyOfficeConference #FamilyOfficeInsights #FamilyOfficeInvestors

How to Surround your Single Family office with Great Advisors... With more single family offices looking to build effective advisor teams, this whitepaper offers insightful best practices. It examines the pros and cons of developing in-house expertise vs outsourcing services, recommending highly confidential activities be handled internally while complex services requiring significant investment are better outsourced. Other tips include establishing clear advisor selection procedures, reviewing advisor performance regularly, and prioritizing needs when setting advisor budgets. Most importantly, the whitepaper stresses the need to focus advisor teams on the family's specific requirements rather than any provider's general client base. https://lnkd.in/g8x3bWi9 What has your experience been in building an effective advisor team for a single family office? What are some of the key lessons you've learned along the way? Share your thoughts below! #familyoffices #familybusiness #familywealth #smucox

How to Surround your Single Family office with Great Advisors... With more single family offices looking to build effective advisor teams, this whitepaper offers insightful best practices. It examines the pros and cons of developing in-house expertise vs outsourcing services, recommending highly confidential activities be handled internally while complex services requiring significant investment are better outsourced. Other tips include establishing clear advisor selection procedures, reviewing advisor performance regularly, and prioritizing needs when setting advisor budgets. Most importantly, the whitepaper stresses the need to focus advisor teams on the family's specific requirements rather than any provider's general client base. https://lnkd.in/gEewGTh3 What has your experience been in building an effective advisor team for a single family office? What are some of the key lessons you've learned along the way? Share your thoughts below! #familyoffices #familybusiness #familywealth #smucox

Join Alexander Scott, Edgar du Colombier and Peter Vogel on April 11 at 4pm CEST for an insightful webinar on how to navigate generational wealth by leveraging family offices. #familyoffice #wealth #generations #impact #familybusiness IMD FBN-The Family Business Network

NOW Digital @ SXSW Sydney - Day 2 top 3 takeaways: 1. “Data driven technology with digital platforms need to empower the building and construction industry to improve efficiency, accuracy, and compliancing” 2. “Artificial Intelligence, everyone is using it, no one is profiting from it - yet” 3. “You have to disrupt your own business before someone else does.”

Global AUM of single and multifamily offices is estimated to surge to $11.41 trillion in two years. 📈 The global family office market is a hard nut to crack for asset manager sales execs, a secretive and opaque world but one full of opportunity if you make the right connections, says With Intelligence in its latest report with Highworth Research Ltd as their insights reveal the state of the family office market. Key points from the report include: - There are 4,500 discoverable single-family offices (SFOs) with a total estimated AUM of $4.77 tn - The number of discoverable multi-family offices (MFOs) stands at 2,500, with a total estimated AUM of $6.647 ton - Family offices manage assets equivalent to 21% of the global pension fund market ($55 tn) - Family offices account for 9.5% of the global asset management industry's $120 tn Imagine the opportunities for capital for alternative asset managers if they effectively tap into this market, especially as research continues to show a growing appetite from family offices for private markets. 🤩 🖱 Book a demo to see how you can improve your operations to successfully and compliantly cater to this audience. #FamilyOffices #AssetManagement #InvestmentOpportunities #GlobalMarketInsights