Private equity investors saw a 20 percent better return compared to their colleagues who stayed with conventional stocks. And, since private equity investments are illiquid and focused on the long-term, they are less volatile, thereby providing both a hedge against riskier investments and the diversification necessary for a well-balanced portfolio. That’s meant more and more…

The complexity of today’s family office investments calls for more sophisticated, “institutional-quality” accounting systems to ensure wealth preservation. These systems enable the family office to efficiently capture, track and report on the family’s financial activities. Why now? High and ultra-high net worth individuals have always needed to manage numerous investments, homes, art collections and other…