Endeavour Wealth Management’s Post

Investment in WealthTech is booming...not just in the US but globally...our EY team is having active discussions about how to integrate these advanced technologies into a seamless experience for advisors and end investors...check out this article to learn about new players in WealthTech (the article mentions Family Office but these technologies can help differentiate your wealth offering across all segments) https://lnkd.in/es-jKNuK

Alpha FMC illustrates how Single & Multi Family Offices are mobilising to adapt in the evolving Wealth Management landscape. Get in touch to further discuss approaches to designing future proof Operating Models. #uhnw #sfo #mfo #wealthmanagement #familyoffice #operatingmodel #platformstrategy #managementconsulting

Single and Multi Family Offices are having to adapt more than ever before to global challenges and changing family expectations. In this article, Alpha FMC's Benoit Sanchez and Nancy Wallace share key considerations for Family Offices as they look to future-proof their operating model whilst optimizing efficiency and improving service. Get in touch if you'd like to discuss further! Read: https://lnkd.in/eW5WDNdX #singlefamilyoffice #multifamilyoffice #familyoffice #sfo #mfo #assetmanagement #wealthmanagement #uhnw #hnw #platformstrategy #operatingmodel

Great insight by my colleagues Nancy Wallace and Benoit Sanchez on the challenges Family Offices are facing in evolving their legacy operating models to react to the emerging requirements of the families they serve. Please don't hesitate to reach out if you would like to learn more! #familyoffice #wealthmanagement #alphafmc #managementconsulting

Thinking about establishing a Family Office? Remember that it took strategic vision to build your family's wealth — and know that it will take the same vision to establish a family office that meets your unique needs. To help you refine this vision, we've outlined key priorities for building a successful family office: ✔ Determine the services your family needs most ✔ Focus on a limited number of priorities and core asset classes ✔ Hire for both expertise and ethics ✔ Ensure robust reporting with cutting-edge tools like the Altoo Wealth Platform Read more in the latest Altoo Insights article: https://lnkd.in/ea37JEKg At Altoo, we’re committed to innovation, providing our clients with cutting-edge tools for seamless wealth management. #familyoffice #singlefamilyoffice #familyoffices #wealthmanagement #wealthplatform #wealthmanager #uhnwi

“The Evolution Of Family Offices: Current Trends And Future Outlook” by Josipa Majic Predin “The family office sector is in a period of rapid evolution, driven by technological advancements, changing family needs, and a complex global economic landscape. While challenges remain, the future outlook for family offices appears robust, with continued growth and increasing sophistication expected. For those running single or multi-family offices, staying abreast of these trends and continually adapting to meet changing needs will be crucial. For fund managers, understanding the unique characteristics and evolving preferences of family offices will be key to successfully partnering with these influential investors.” https://lnkd.in/gibirQvc

GPs must be fit for the future. With such large amounts of capital being invested into the private market, GPs are focused on the future more than ever- within their portfolio and internal operations. Back-office efficiency and competency are the backbone for any fund-manager and can help or hinder a firm's growth. Below are our COO's thoughts on the state of play today, tomorrow, and what to consider in looking for the right Fund Administration partner to help accelerate growth.

Co-investments are picking up steam for single-family offices, giving them access to more investment opportunities as well as potential for higher returns. For AsianInvestor I recently spoke with Riady Gozali （吴知澄） and Vishal H. on the benefits it offers and how are they choosing their partners versus when do they decide to go direct ! #SingleFamilyoffice #AlternativeInvestments #AssetOwners Read it here

The landscape of private wealth is undergoing rapid transformation, driven by evolving generational values, technological innovation, and complex global challenges. Family offices, traditionally focused on wealth preservation and management, must now adapt to these changes to remain relevant and effective. Designing a family office in the new era of private wealth requires rethinking structures, priorities, and strategies to meet the unique needs of families and align with emerging trends. This article explores how family offices can evolve to thrive in today’s dynamic environment. #CYFOA #Cyprus #innovation

*FAQ FRIDAY* How is the family office industry evolving, and what are the future trends? The family office industry is undergoing rapid transformation as it adapts to new economic realities, changing client needs, and technological advancements. Key evolutions and future trends include: Increased Technology Adoption: Family offices are leveraging cutting-edge technologies, such as AI and data analytics, to enhance decision-making, improve operational efficiency, and provide more accurate reporting. Direct Investments: There is a growing trend toward direct investments in private equity, real estate, and startups, giving family offices more control and potentially higher returns compared to traditional investment vehicles. ESG and Impact Investing: As clients prioritize social and environmental values, family offices are increasingly focusing on sustainable and impact investing, aligning wealth strategies with broader social goals. Intergenerational Wealth Transfer: With the upcoming shift in wealth across generations, family offices are focusing on robust succession planning, governance structures, and educational initiatives to ensure the smooth transfer of assets and preservation of family values. Globalization: Family offices are expanding their reach across global markets, exploring new investment opportunities in emerging regions to diversify their portfolios and access new growth potential. At Ledgex, we empower family offices with the tools and insights needed to embrace these trends and manage their growing complexities. Our platform offers innovative solutions designed to help family offices thrive in this evolving landscape. #FamilyOffices #WealthManagement #FinancialStrategy #Ledgex #Technology #SustainableInvesting #GlobalMarkets