Recap of some recent content from our "Family Office Roundup #38" (Sorry for missing #37, I've been traveling a lot.) sign up for our newsletter here: https://lnkd.in/eJPbmbD9
Simple's Family Office Software & Technology Report 2024 - This one is sentimental for me, as I have been reading the reports that Francois and his team put together for years. I used to read them as a family office professional trying to better understand the rapidly evolving technology landscape. The landscape is now evolving at an even faster rate, making these reports an essential resource. Exciting to see my firm, asora, mentioned a few times. Here is a link to the report: https://lnkd.in/eDhqbGEp
UBS has upped their game with their quarterly Family Office publication. They do a phenomenal job diving into the latest themes. It's not just a survey result like some of the other banks produce. This Q4 2024 release covers a lot of ground, topics include: Investment Outlook & Election Watch 2024 | Multigenerational Success & Communication | Ethical Wills | Operational Excellence | Compliance for Private Foundations. Shoutout to Mark Tepsich & the UBS Team for all of the work that goes into this. Here is a link to download the report: https://lnkd.in/ed9pgm-z
Edward Marshall's latest whitepaper on "Combating Insider Threats in Family Offices." Eddie and his firm, Presage Global, cover the topics that no one likes to think about, but are easily some of the most important. Like the title states, the whitepaper discusses the unique challenges family offices face regarding insider threats, particularly from trusted individuals like employees, vendors, and even family members. The article provides a framework to assess risks, design a strategy, train staff, monitor activities, and regularly adapt the program to evolving threats. Here is a link to the whitepaper: https://lnkd.in/et8sP7iw
SS&C Technologies published the key findings of its recent LP Survey. Key takeaways include: PE outperformed other strategies over the last 12 months | LPs continue to favor the North America Markets | LPs want a better digital experience from their GPs | LPs seek a unified platform to monitor their portfolios across all asset classes | Deal activity is expected to rebound in the next 12 months | Geopolitical uncertainty and valuations are primary concerns. Here is a link to the report: https://lnkd.in/eB4rcRpv
Lastly, Family Business Magazine's Margaret Steen examines some of the unique challenges that Family Offices are encountering when it comes to hiring. 40% of family offices are focusing on hiring to help expand their operations. Many of them are having difficulty finding candidates who both have the skillset and fit in with the firm's culture. Traditionally, family offices tend to pull from other segments within financial services, but those talent pools are shrinking. Here is a link to the article: https://lnkd.in/eJcydspz
