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Insights and analysis from BlackRock's 2025 Family Office Report
Discover the latest insights from Campden Wealth's new 2025 Family Office Operational Excellence 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.
Learn about our newest Founding Account Executive hire!
Ultra-high-net-worth families are increasingly turning to single family offices (SFOs) to manage their wealth effectively. But what exactly is a single family office, and how can it benefit your family’s financial legacy?
The annual family office software roundup gave valuable insights to Family Offices.
While FP&A tools excel at forecasting and planning, they stumble when tasked with the meticulous art of true consolidation.
Outgrowing single entity systems like QuickBooks and Xero is inevitable for a lot of multi-entity businesses and family offices, but shifting to a large financial ERP system may not be the route for you.
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