Ascent InsightsFamily office trends
Is a virtual family office right for you?
Unlike a traditional family office, a virtual family office operates remotely and relies on contractors. Learn the pros and cons of a virtual family office and explore if it could be right for your family.
Corporate Transparency Act: How might it affect your family office or business?
Family offices and small businesses are subject to the CTA, which aims to stop money laundering and terrorist financing. Learn the steps you need to take to be compliant with this newly enacted law.
7 things to look for in a family office CEO
A family office CEO is more than an administrator. They often become an extension of a family. Here are seven factors to consider when hiring a family office CEO.
Best practices for starting a single family office
There are a few things to consider before starting a single family office. These best practices can provide insight about private wealth management for families.
How to evaluate family office technology solutions
Current technology that aligns with your family office’s goals can create efficiencies and other benefits. Evaluate family office software against your needs.
How to involve rising generations in the family enterprise
Help the rising generation find their place in family wealth management. Here are tried and tested ways to build a smooth transition into the family enterprise.
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