Why Family Offices Must Strengthen Compliance Before The Next Wave Arrives
A New Regulatory Climate Taking Shape Family Offices have always operated in a space that balanced privacy with performance. For years, the expectation was clear. As long as the office remained discreet, managed risk responsibly, and avoided unnecessary visibility, it could operate with fewer regulatory burdens than traditional asset managers. That landscape has changed. High […]
How Crypto Moved from Boutique Curiosity to a Mainstream Allocation for Family Offices
Only a few years ago, conversations about cryptocurrency inside family offices felt experimental. It was the kind of topic that surfaced at the end of an investment committee meeting, usually framed as a curiosity rather than a core allocation. A handful of forward leaning families tested small positions, but most watched from the sidelines. The […]
What Family Offices Need to Prepare For in the New Era of Data, Reporting, and Cybersecurity
Family offices across the United States are entering a new chapter. Direct investing has grown rapidly. Portfolios now contain private credit, venture, co GP stakes, and real estate interests that generate constant streams of data. Cyber threats are rising. Regulation is creeping closer to the private wealth world. With so much change happening at the […]
The Coming Wave of Private Fund Restructurings
Private fund restructurings are no longer a niche topic reserved for distressed managers. They are becoming a defining feature of the current investment environment, and Family Offices are often the last to know that a change is coming. As distributions slow and liquidity tightens across private markets, more general partners are turning to GP led […]
How ESG and Impact Investing Are Reshaping the Modern Family Office
For decades, family offices have served as stewards of wealth, guiding investments across generations while balancing growth, preservation, and legacy. Traditionally, that focus centered on performance metrics, risk management, and tax efficiency. But as the next generation begins to take a more active role, the conversation around capital has evolved. Today, family offices are being […]
Three Moves Family Offices Should Avoid
Family offices have always had a unique advantage in the world of investing. With capital flexibility, a long-term perspective, and the ability to move quickly, they can access opportunities that traditional investors cannot. Yet in today’s market, even the most sophisticated offices face a set of challenges that, if not carefully managed, can undermine both […]
Liquidity and Valuation Pressures: What They Mean for Today’s Family Offices
Over the past few years, family offices have quietly been navigating a far more complex financial landscape than most people realize. The combination of rising interest rates, shifting capital markets, and a slowdown in liquidity has changed the way wealth is managed, preserved, and deployed. For many, what once felt like a stable, well-diversified investment […]
Why Family Offices Should Invest in Mixed-Use and Multi-Unit Properties in California
Family offices have long treated real estate as a cornerstone of wealth preservation, offering tangible assets that generate steady cash flow while hedging against inflation. Yet in today’s market, few asset types align more closely with the goals and investment horizons of family offices than mixed-use and multi-unit properties. Especially in California, these properties offer […]
The Evolution of the Family Office: Professionalization & scale (larger SFOs look like asset managers) (Part 2)
The family office landscape in California and across the country has entered a new era. What once consisted of small, discreet teams quietly managing a family’s wealth has now matured into an industry that increasingly resembles institutional investment firms. The top single-family offices (SFOs) today operate with the precision and sophistication of mid-sized asset managers, […]
The Evolution of the Family Office: From Passive Capital to Active Ownership (Part 1)
Family offices across the world are redefining what it means to manage wealth. What was once a discreet structure built to preserve and transfer capital quietly has evolved into a more sophisticated, dynamic, and entrepreneurial organization. Between 2022 and 2025, this transformation has accelerated dramatically. The family office of today looks far less like a […]