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Family Offices Embrace Outsourcing: Study

Family offices across the globe are increasingly outsourcing more functions, new research from Ocorian suggests.

The global study, which surveyed 301 senior executives including 50 family office investment managers in November 2023, found a staggering 98% of family office professionals plan to increase the level of outsourcing at their organisation over the next three years.

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Wealth Transfer Challenges for Family Businesses

Shaping Your Legacy – Mistakes to Avoid

Who will receive your estate when you die? Will your estate pass in accordance with your wishes?

The estate planning needs of high-net-worth individuals (HNWI’s) require sophisticated and complex estate planning arrangements. Surprisingly, a high proportion of people fail to properly plan for the passing of their wealth to the next generation. Inadequate attention to proper estate planning can often result in unintended consequences and poor outcomes for beneficiaries.

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Financial Literacy: A Guide for Your Whole Family

The goal of this article is to provide you with a comprehensive guide to “Financial Literacy” – what it means, its importance relevant to everyday life and how you rate as being “financially literate”.

Additionally, we have also given you some links to resources that could help you and/or other family members improve your understanding of financial matters.