Family office governance is the set of structures, rules, and routines that define how a family office makes decisions, delegates work, and stays accountable. In plain terms, it answers five questions: who decides, what they decide, how decisions get made, how everyone stays informed, and how the system survives a generational handoff. Governance is not…
Family Office Concierge Services: What They Include and How to Run Them Well
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: What to Cover and How to Run It Without Overbuilding
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: A Practical Cybersecurity Framework for Single and Multi Family Offices
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…
Family Office vs Hedge Fund: Legal Structure, Strategy, and Operating Reality
A hedge fund is typically a pooled investment vehicle that manages money for outside investors under a defined strategy and commercial terms. A family office is a private organization that manages one family’s wealth and responsibilities, usually with a much broader scope than investments alone. If you are a high net worth individual deciding “do…
Investment Performance Reporting Software
Investment performance reporting software connects three things: investment data, return calculations, and the reports people rely on. It must collect holdings and transactions from multiple sources, calculate performance in a defensible way, and present results in a format clients, investors, and internal teams can use. This guide compares the platforms teams use for investment performance…
Private Equity Portfolio Management Software
Private equity portfolio management software helps fund managers and administrators run the back office for private investments. It supports the full cycle from deal activity to investor reporting. These systems are built for private equity workflows. They track multi-entity ownership, handle capital calls and distributions, calculate waterfalls, and keep partnership allocations consistent. They also pull…
Family Office Reputation Management: A Practical Playbook for Privacy, Trust, and Crisis Readiness
Family office reputation management is a repeatable process for preventing, detecting, and responding to events that could damage trust, privacy, or credibility. It matters even for “low-profile” families because reputation risk often comes from quiet places: public records, counterparties, vendors, staff behavior, or a single operational mistake that spreads beyond your control. This guide covers…
Wealth Management Software
Wealth management software can mean very different things depending on your firm. For some teams, the biggest pain is portfolio reporting: pulling data from custodians, normalizing it, and producing client-ready performance reports on time. For others, especially family offices, fund administrators, and alternative investment managers, the hard part is getting the accounting right: multi-entity structures,…
