Knowledge Centre

Our Knowledge Centre hosts family office research, insights, best practices, as well as presentations and white papers from our previous events, which are free to download below.

Marta Albert of RTH Family Office delivered a presentation at our Single Family Office Retreat September 2018 on the role of fear in leadership. Her presentation slides can be seen by clicking on the PDF below.

Camilla Wallace, Partner, Head of Private Client Group at Wedlake Bell delivered a presentation at our Single Family Office Retreat September 2018 on Disclosure for family offices as well as providing an update on Brexit. Her presentation can be seen by clicking on the PDF below.

Justin Highman, Director of Monaco Invest, part of the Monaco Economic Board (MEB) and Mr Herve Ordioni, Chairman of the Committee for the Promotion of Monaco as Financial Center (AMAF) and CEO Edmond de Rothschild (Monaco) presented at our Single Family Office Retreat September 2018 in the South of France on why Monaco is a growing platform for family offices and should be a jurisdiction to consider. Presentations on the overview of the Principality's economy and financial marketplace can be downloaded by clicking on the PDFs below.

Agreus Group have published their 2018 report outlining the issues and challenges that family offices face when it comes to recruitment. This report was also presented at our Single Family Office Retreat in the South of France in September 2018. Please follow this link to download the report.

We began our 5th Global Family Office Conference 2018 with a macro view and how these trends and predictions affect family office thinking. These were delivered by John Hardy, Head of FX Strategy at Saxo Group and based on their annual 10 Outrageous Predictions. The presentation can be seen by clicking on the PDF below. To contact Saxo Markets, email Alexander South, Director at: ales@saxomarkets.com

HealthClic, who presented at our 5th Global Family Office Conference 2018 have written an introduction to Whole Genome Sequencing and why we are still behind. The blog focuses on the need for genomic testing; family planning and genome sequencing. Read the blog post

Essential to preventative medicine in the 21st century, the genome sequencing test provides you and your primary care physician insights about your hereditary risk over 1,200 diseases. As we move into the era of personalised medicine, the UHNW community are as focused as ever on longevitiy planning to live longer, healthier and to protect their family. Further details can be found on the PDF below.

Agreus Group delivered an update on family office compensation at our 5th Global Family Office Conference 2018. Here is a link to their new report.

Druces delivered a presentation at our 5th Global Family Office Conference 2018 on the various legal considerations for family offices, including a focus on the use of offshore jurisdictions and UK business immigration. Slides from the presentation can be seen by clicking on the PDF below.

Global Family Office Community held a family office breakfast seminar in London on the 8th February 2018 on the outlook for 2018 for family offices; economic, political and legal. Thank you to our event partner, BNY Mellon Wealth Management, Family Office Group. A summary of the discussions can be read by clicking on the PDF below.

Marc Bishop, Managing Director of PlusHR delivered a presentation at our 4th Global Family Office Conference 2017 on the challenges faced by family offices when it comes to Human Resources, as well as how to overcome them. The presentation can be downloaded by clicking on the PDF below, and underneath are supplementary articles.

How to protect your EU workers from Brexit

HR Consulting FAQ: Permanent vs Fixed-Term Contracts - Which is Best?

Linking Employee Performance to Reward

Global Family Office Community held a family office breakfast seminar in London on the 2nd February 2017 on the issue of upcoming changes to the UK Non-Dom Rules, and possible Jurisdictions to consider to restart the residence clock. Thank you to our event partner, Dixcart, who delivered the presentation which can be downloaded by clicking on the PowerPoint below.

Global Family Office Community recently held a single family office breakfast seminar in London focusing on how to keep the family (office) safe. The panel discussion was wide ranging from financial risks, operational risks, through to personal and cyber security. A summary of the discussions can be read by clicking on the PDF below.

Denis Shafranik of Concentric delivered a presentation at our 3rd Global Family Office Conference 2016 on how family offices can invest into the venture space. You can read his summary by clicking on the PDF below.

Tariq Nasir, Managing Director, EMEA at Calamos Investments delivered a presentation at our 3rd Global Family Office Conference 2016 on the global trends and issues that family offices currently face, as well as a focus on one of their strategies, convertible bonds. You can read the slides by clicking on the PDF below.

Patricia Armstrong, Senior Director at Abbot Downing delivered a presentation at our 3rd Global Family Office Conference 2016 on the findings of their own client research regarding how clients in their 20's and early 30's wish to engage about their wealth as they transition into adult roles and relationships, and assume greater responsibility for the management of family financial assets. You can read the slides and notes by clicking on the presentation below.

Sarah Brennan, Chief Executive of Young Minds delivered a presentation at our 3rd Global Family Office Conference 2016 on "Young People and the Digital World" based on research they have conducted of the impact of the digital world on young people. You can read the slides by clicking on the presentaton below.

Holland Park Tuition & Education Consultants delivered a presentation at our 3rd Global Family Office Conference 2016, on educating the next generation, based on a report we asked them to prepare, focused on taking children through the schooling system from 3 years old through to university level. For a family office to be truly able to support their families, an understanding of this landscape is critical. Indeed, educating the next generation of a family is key to securing multi-generational wealth sustainability. You can read the full report by clicking on the PDF below.

Myriam Vander Elst of the Epic Foundation delivered a presentation at our 3rd Global Family Office Conference 2016 on their strategy and engagement with technology. You can see the slides by clicking on the PDF below.

The Global Family Office Community recently held a family office art breakfast seminar in London focusing on an overview of the art market and trends, on-line channels, loans against art, management of art in trusts and family office structures,legal and tax issues, as well as risk, insurance and lifestyle protection. Some of the discussions are summarised in the attachments below.

While preserving family wealth remains the core driver for setting up a family office, many wealthy families also want to make the world a better place by supporting causes they feel passionate about. Family offices are therefore becoming increasingly involved with philanthropic ventures and impact investing, which seeks to generate social or environmental benefits alongside a financial return.

Moore Stephens and Phoenix Hayward have produced a joint report entitled "Philanthropy report for family offices" which provides a best practice guide for family offices when deciding whether a philanthropic venture is appropriate and, if it is, how to bring philanthropic goals to fruition. They highlight current trends in philanthropy and provide overviews of charitable giving in the US, the UK and Switzerland, including relevant rules, reliefs and levels of activity. They also draw on findings from a recent survey of the family office community. You can download the report by clicking on the PDF below.

The Common Reporting Standard (CRS) is a game-changer in the global fight against tax evasion. Financial institutions resident in CRS countries will need to report account holder information to their local tax authorities, who will then exchange information with countries where account holders are tax residents. More than 90 jurisdictions have already committed to adopting CRS and there are more than fifty early adopters, with the first automatic information exchanges to happen in 2017. But what does it entail? Moore Stephens have put together a report on what organisations need to do when adhering to these reporting standards. You can download the report by clicking on the PDF below.

The Global Family Office Community recently held a family office property breakfast seminar in London focusing on both the commercial and residential markets, tax considerations, as well as hearing directly the perspective of a family office themselves. Some of the discussions are summarised in the attachments below.

Melissa Paz, a senior solicitor in the employment team at Withers LLP, and a regular speaker at our events and conferences, has written a guide to employing staff for family offices, including the legal considerations.

Click here to read the article

Global Family Office Community, in partnership with Hammer & Associates have jointly published the report, "Philanthropy in the Family Office: A Global Perspective". The report, is the first global study to research philanthropy in family offices worldwide, and has been launched at the Global Family Office Conference 2015. Download the full report by clicking on the PDF below.

Jean Ahlefeldt-Laurvig, Founder of ASDO (African Sustainable Development Office Ltd.) delivered a presentation on Global Trends and Opportunities at the Global Family Office Conference 2015. Five key global trends focused on Regional superpowers, Growing middle class, Resource scarcity, Rapid urbanisation and Tech transformation. Download her presentation by clicking on the PDF below.

Neil Jones, Technical Support Manager at Canada Life delivered a presentation on financial planning at the Global Family Office Conference 2015. Topics covered included insurance products, efficient investing, offshore bond investments life funds and life assurance. Download his presentation by clicking on the PDF below.

Ken McCracken of Withers Consulting delivered a presentation on The Art of Succession Planning at the Global Family Office Conference 2015. His presentation can be seen by clicking on the PDF below with supplementary videos underneath.

Supplementary Videos:

Realising the Macphie's Vision

Trusts - 3 ways they can cause conflict in family businesses 

Family Council - 3 reasons it isn't enough

Matthew Martindale, Director of Cyber Security at KPMG delivered a presentation on cyber security and considerations for family offices at the Global Family Office Conference 2015. His presentation can be seen by clicking on the PDF below with a supplementary article underneath.

Stephen Ross, Head of the Civil Fraud Group and Head of the Family Office First group at Withers Worldwide, delivered a presentation on how to handle the media and protect your reputation at the Global Family Office Conference 2015. His presentation can be seen by clicking on the PDF below.

Following our recent seminar in London, "Family Offices: People Are Your Greatest Asset", sponsored by the global family office and wealth management advisory and recruitment firm, Agreus, they have produced a video summarising the discussions that took place.

Click here to see the video

A recent seminar Global Family Office Community held in London focused on the issue of Successful Succession Planning covering the topics of: "5 reasons why succession plans fail", "understanding the UK inheritance tax system", and "best laid plans under attack". The presentations delivered are summarised in our PDF whitepaper which can be downloaded below.

Our global talent report for the family office sector addresses the key talent issues family offices face, the attraction of family offices for candidates, the various job opportunities, current trends, skill requirements, a look at salary levels, as well as best practices.

Canada Life delivered a presentation on Preparing For The Future at our Global Family Office Conference 2014 which can be seen below.

In the face of increasingly complex cyber-attacks, high-value families, celebrities and other high-net worth individuals are under growing pressure to pay closer attention to their security and digital privacy.