Insights

Read all our latest articles, with news, commentary and insights from across the global family office and wealth management industry.

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Thought Leadership

How Family Offices Use NAV Loans to Bridge a 6-18 Month Liquidity Gap

Sep 25, 2026

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4 min read

How Family Offices Use NAV Loans to Bridge a 6-18 Month Liquidity Gap

NAV financing gets talked about as long term leverage, but family offices often use it as a bridge.

Alex Branton

Sep 21, 2026

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2 min read

Family Office Buzz

Week 39: A conversation with Rockefeller family office. What we know about ‘Claude for financial advisers’. Next-gen family offices prioritizing liquidity.

Mr FamilyOffice

Sep 18, 2026

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5 min read

The Great Wealth Management Roll-Up

The old model was accumulating AUM. The new model is owning the entire wealth-management stack.

Mr FamilyOffice

Sep 18, 2026

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8 min read

Tracking Wealth Management M&A

Deals reshaping the wealth-management industry.

Mr FO

Thought Leadership

How To Automate Family Office Bill Management

Sep 17, 2026

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3 min read

How To Automate Family Office Bill Management

Time-saving bill management tips for single-family offices.

Sep 16, 2026

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5 min read

Rewriting The Succession Playbook

A conversation with Vivian Sui, independent researcher on succession and family offices in China.

Mr FO

Sep 16, 2026

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1 min read

重写传承剧本

在守护家族价值观的同时,保护家族企业。

Mr FO

Living Large

Are These Really The 50 Best Hotels In The World?

Sep 16, 2026

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2 min read

Are These Really The 50 Best Hotels In The World?

Like restaurants, ranking the world's top hotels will always be a subjective process.

Mr FO

Living Large

To Boldly Go: Rise Of The Explorer Superyacht

Sep 16, 2026

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2 min read

To Boldly Go: Rise Of The Explorer Superyacht

And with it, a whole new list of destinations for adventurous expeditions.

Mr FO

Sep 13, 2026

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2 min read

Family Office Buzz

Week 38: Life inside an MFO. 80 largest family offices. New family business case study collection. Is there no such thing as a family office?

Mr FamilyOffice

Profiles

Sep 11, 2026

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4 min read

From Structuring To Stewarding

Perspective on wealth from a leading family office general counsel and strategic advisor.

Mr FamilyOffice

Sep 7, 2026

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2 min read

Family Office Buzz

Week 37: FOs competing for PE talent, billionaire aunts and spotting the best GPs

Mr FamilyOffice