Why digital tools are key to embedding family office brand strategy Â
Branding is often associated with public-facing businesses, yet every family office, whether consciously or not, has a brand. The investments made, the professionals engaged, and the governance structures put in place all shape the identity and reputation of a family.
Building a Fintech hub: How strategic positioning, investment community events, and digital platforms shape investment successCollaborative investing: The evolution of Family Office strategy
As jurisdictions worldwide compete to attract fintech investment, a strong regulatory environment is no longer enough. The most successful fintech hubs are those that combine robust frameworks with strategic branding, community building, and digital engagement.
Collaborative investing: The evolution of Family Office strategy
Family wealth management is experiencing a remarkable evolution, with family offices taking on roles that extend far past their traditional wealth preservation mandate. This evolution reflects changing priorities in wealth management, driven by next-generation leadership and technological advancement, with recent industry research from PwC’s 2024 Global Family Office Study providing compelling evidence of these shifts.
The psychology of wealth preservation: Lessons from Multi-generational Family OfficesÂ
Discover why 70% of family wealth transitions fail and learn research-backed strategies for successful multi-generational wealth preservation from leading family offices.
Itriom Wins Two Prestigious WealthBriefing Channel Islands Awards 2024
Itriom, the transformation digital solution for UHNW families and wealth managers, has been recognised with two prestigious awards at the WealthBriefing Channel Islands Awards 2024: “Best Family Office Governance” and “Best Thought Leadership.”
Digital presence: The new strategic imperative for UHNW families
In the social age where reputation can be made or broken at the speed of a tweet, UHNW families face real challenges in protecting their digital identity.
Winners of the 2024 Earthshot Prize
The Earthshot Prize, launched by Prince William in 2020, celebrated its winners in a groundbreaking ceremony in Cape Town, South Africa—marking the first time this prestigious environmental award has been hosted on the African continent. The ceremony spotlighted remarkable solutions to our planet’s most pressing environmental challenges, each winner receiving £1 million to scale their innovations.
Building intergenerational trust: The key to successful family business succession
Succession is often a critical and delicate moment for any family business. The passing of leadership and wealth ownership from the incumbent to the next generation is not merely a technical handoff; it is a deeply intricate and emotionally charged affair specifically as family businesses are built on trust, loyalty and long-term goals. Without a firm foundation of intergenerational trust, succession risks unravelling family discords, which could jeopardise the very legacy families strive to preserve.
From boomers to zoomers: Is your wealth management strategy stuck in the past?
As baby boomers prepare to pass the baton, an estimated $68 trillion will change hands by 2030. That’s not pocket change; that’s a revolution in the making. But here’s the kicker: wealth management firms might be left holding the short end of the stick. The next generation of wealth holders isn’t just tech-savvy; they’re tech-native. They don’t just want digital integration; they expect a seamless digital experience.
Building and preserving wealth across generations with a Family Office Wealth Management Platform
Effectively managing finances is crucial when planning for wealth across different generations. To ensure that wealth not only remains intact but also grows to benefit children and grandchildren, a strategic plan is essential. This is where a Family Office Wealth Management Platform becomes valuable, offering tailored solutions that meet the unique needs of each family.
