Archives for January 16, 2026

Family office concierge services are a structured function that coordinates lifestyle and administrative needs for principals and family members. Done well, it is not “random requests” handled by whoever is available. It is a repeatable operating model with clear scope, secure handling of information, and reliable vendor execution. Concierge work sits at the intersection of…

Family office compliance is the combination of regulatory obligations and the internal controls that make your day-to-day work defensible. If you only “have policies,” but your approvals, documents, and numbers live in inboxes and spreadsheets, you are still exposed. This article is educational, not legal or tax advice. The right requirements depend on your structure,…

Family office security refers to the set of digital safeguards that protect your identities, data, and financial workflows from errors, fraud, and cyberattacks. It is not only an IT problem. It is also a process problem, because most incidents start with email, shared documents, vendor access, or a rushed payment request. Single family offices and…