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Stan Perry

How Much Does It Cost to Run a Family Office? 2026 Benchmarks

How much does it cost to run a family office? 2026 benchmarks from UBS, J.P. Morgan, Campden Wealth, and Morgan Stanley: $875K to $6.6M per year, or 20 to 100 bps of AUM. Benchmark your office with our free calculator.

Guides
June 10, 2026

Best Family Office Accounting Software for 2026

We evaluated the 9 leading family office accounting platforms for 2026 based on what actually matters: multi-entity consolidation, investment integration, AI automation, implementation speed, and total cost of ownership.

Articles
April 13, 2026

5 Ways AI Is Transforming Family Office Accounting in 2026

The family office technology landscape is undergoing a fundamental shift. According to Simple's 2025 Family Office Software Report, AI is no longer experimental. Francois Botha claim's AI is becoming backend infrastructure powering family offices of all sizes.

Articles
February 1, 2026

Insights from the Capgemini 2025 World Wealth Report

Everyone in finance is talking about the Great Wealth Transfer. The headline figure—an astounding $83.5 trillion poised to move between generations by 2048—is enough to command attention. But focusing only on the dollar amount is a critical mistake.

Articles
June 11, 2025

Decoding the Real Cost (and ROI) of Running a Modern Family Office

How frugal can your family office truly be?

Articles
May 28, 2025

How Family Offices Should Leverage AI to Stay Ahead

As AI continues to evolve, it presents unique opportunities for family offices to leverage its capabilities as a competitive advantage. By diving deeper into diverse applications, family offices can position themselves at the forefront of innovation, seizing the potential to outperform peers.

Articles
December 4, 2024