Risorse sui family office
Report di settore, associazioni, conferenze, podcast e programmi formativi da conoscere. I link sono verificati automaticamente; nulla qui è sponsorizzato.
Report e studi
Widely cited annual survey of large family offices' allocations and practices.
Recurring global research on family offices, family businesses, and next-gen wealth.
Benchmark study of family-office roles and pay structures worldwide.
Member research and thought leadership on running family offices.
Associazioni
The long-standing peer network for family offices: research, events, education.
Global body for trust and estate practitioners; the TEP designation.
Association for family-enterprise professionals; GEN certificate programs.
Think tank advancing integrated advice for ultra-wealthy families.
Conferenze ed eventi
Recurring family-office and private-wealth conference series.
Regional private-wealth and family-office forums.
Podcast
Interviews with multi-generational families on governance and stewardship.
Large library of talks and interviews from the Family Office Club community.
Newsletter e siti
Industry news covering advisors, family offices, and trusts & estates.
Deep practice-management and planning analysis read across the wealth industry.
Formazione e certificazioni
The investment profession's core credential; common among family-office CIOs.
Financial-planning credential relevant to family-office advisory staff.
Advanced-wealth credentials including CPWA for UHNW advising.
Community
Large commercial community and event series around family offices.