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Family Office Education: Programmes Designed for Leadership Excellence The family office industry is evolving, with new opportunities in wealth management and governance emerging every day. For family office executives, staying informed is essential. 🚀 From leadership skills to wealth preservation strategies, top institutions are offering specialised programmes tailored to family offices. Curious about the options? Explore eight world-class institutions redefining executive education for family offices. 🔗 Check out the full list here: https://hubs.la/Q032Q82B0 #FamilyOffice #ExecutiveEducation #Leadership #WealthManagement #NextGenLeadership

Alwy: A Transformation Story in Wealth Management Alwy’s journey from a B2C fintech to a B2B powerhouse is a blueprint for adapting to market needs and driving meaningful impact. Starting as a platform aimed at simplifying personal finance, Alwy recognised the greater potential in empowering wealth managers and family offices with innovative, efficient tools. Here’s how Alwy is redefining wealth management: 🚀 Efficiency Gains: Saving advisors up to 20 hours per month with automated workflows. 🚀 User-Centric Design: Seamless platform reduces onboarding times by 50%. 🚀 Regulatory Expertise: Advanced compliance tools tackle MiFID III, DORA, and more, ensuring transparency and risk management. As one partner described, "Switching to Alwy was a game-changer. It’s not just a tool; it’s become a key part of how we deliver value to our clients." 🔗 Discover more about Alwy's inspiring transformation: https://hubs.la/Q032C4BB0 #WealthManagement #FintechInnovation #FamilyOffices #ComplianceSolutions #ClientExperience

💼 A Single Family Office (SFO) is more than wealth management—it’s about legacy. SFOs are bespoke entities designed to manage the wealth, lifestyle, and legacy of one affluent family. They’re ideal for families with $250M+ in assets who prioritise: - Privacy: Protect sensitive financial and personal matters in a world of increasing data exposure. - Purpose: Align investments with social or environmental goals to create a lasting legacy. - Risk Management: Navigate volatile markets, geopolitical shifts, and cybersecurity threats. - Complexity: Handle multi-generational needs, from wealth transfer to tax optimisation. 🛠 Key services include: - Strategic investment management - Estate and tax planning - Philanthropy coordination - Family governance Curious about the steps to building an SFO? From feasibility assessment to implementation, this guide has everything you need to know. Start building a family office that secures your wealth and legacy for generations. 👉 Read the full guide: https://hubs.la/Q0328BZ10 #SingleFamilyOffice #WealthManagement #GenerationalWealth #LegacyPlanning

Follow on below for a really unique, family office-orientated perspective on WGSN's 2025 colour of the year #familyoffice #francoisonforbes

🚀 The rise of venture capital among family offices! Written by Simple Expert Kjartan Rist, this insightful article explores how family offices are increasingly making venture capital (VC) a cornerstone of their portfolios. Once a niche, VC allocations have grown from single-digit to double-digit percentages over the past decade. 🌐 But the shift isn’t without its challenges—knowledge gaps, illiquidity, and skill deficits make navigating this high-growth sector daunting. Why the interest? ✔️ Diversification: Exposure to fintech, biotech, AI & more ✔️ Generational influence: Next-gen leaders embrace innovation ✔️ Attractive returns: Top VC funds outpace traditional markets Family offices must adopt a long-term mindset, strategic deployment, and develop expertise to capture outsized returns while mitigating risks. The path is complex, but the potential rewards are transformative. Is your family office ready to bridge the gap? 👉 https://hubs.la/Q0322gM20 #FamilyOffices #VentureCapital #InnovationEconomy

🌍 Why HNWIs Are Turning to Citizenship by Investment (CBI) For family offices, CBI is more than just a passport—it’s a strategic tool for navigating global uncertainty and safeguarding wealth. Key Advantages: 🔒 Wealth Preservation: Protect assets with dual citizenship 🌐 Global Mobility: Open doors to visa-free travel and market access 🏛️ Tax Optimisation: Leverage favourable regulatory environments How Family Offices Are Adopting CBI: ✔️ Streamlined application processes for efficiency and compliance ✔️ Integrating CBI into estate planning and long-term strategies ✔️ Offering clients a hedge against geopolitical instability Read more about how CBI is reshaping wealth management: https://hubs.la/Q031VkJh0 #CitizenshipByInvestment #WealthManagement #FamilyOffices #HNWI #GlobalMobility

⚠️ Why Are Family Offices Risk Magnets? Simple Expert Edward Marshall highlights how family offices’ strengths—like lean operations and agile decision-making—can unintentionally create “engineered vulnerabilities.” These gaps make them prime targets for bad actors. Key challenges include: 🔒 The Scale Paradox: Big enough to attract threats, small enough to lack defences 🌐 Information Isolation: Limited data-sharing and industry standards 🛑 Cultural Blind Spots: Believing anonymity equals security Transformative Strategies ✔️ Cross-domain risk assessments ✔️ Fractional CSO services ✔️ Focus on protecting critical assets Discover how to move from reactive to resilient: https://hubs.la/Q031Ht880 #FamilyOffices #RiskManagement #SecurityLeadership #HNWI #WealthPreservation

🌏 Singapore: A Key Global Hub for Family Offices With its strong financial ecosystem, strategic location, and pro-business policies, Singapore has become a vital destination for family offices. 🇸🇬 Why Singapore? 📈 Gateway to emerging Asian markets 🌱 Progressive wealth management environment 🔒 Stability and security for long-term planning Explore how Singapore is carving out its place as a major player in the family office world. Read more here: https://hubs.la/Q031ws_H0 #FamilyOffices #WealthManagement #Singapore #FinancialServices #HNWI #InvestmentStrategies

In Francois' latest Forbes contribution, he looks back at some of the significant headlines in the #familyoffice space in 2024. See below for more.

Simple will be on the road. Catch Francois in the 🇺🇸 this month 👇