Many accounting firms have family office practices to better serve their clients and generate new business. The wealthy increasingly prefer working with multi-family offices to other private wealth ...

Most financial advisors base investment decisions on home office models, with new data showing that the profession continues to move more toward planning and customer service. With a surfeit of models ...

The big return to office push had a surprising outcome. A growing number of corporate titans have increased expectations for in-office work over the past year — and it's gradually chipping away at the ...

Working at an asset management firm, a Fortune 100 bank and a wealth management firm before launching my registered investment advisor firm in 2008 gave me a front-row seat to the family office ...

As leaders push for employees to return to the office, workers continue to resist, favoring the flexibility of remote and hybrid models. The result? A transformation that is reshaping office culture, ...

The business world has changed drastically over recent years. A hybrid work model is now the new norm—especially in corporate settings. This hybrid workplace model blends remote and in-office working ...

Forward-thinking firms are reimagining the back office. By centralizing support functions, adopting technology, and making data-driven decisions, they are creating scalable, flexible, and resilient ...

When wealth is viewed as a narrative spanning generations, a family office serves as the storyteller, accountant, and architect all in one. This is not your father’s office. There are no mahogany ...