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Real Assets Adviser

April 1, 2015: Vol. 2, Number 4

Four Trends Influencing Family Offices: Ultra-wealthy clients often turn to the family office as the first call in a time of crisis or opportunity.

Author: Jennifer Duell Popovec

Family offices, created to help ultra-wealthy families manage their wealth and preserve it from generation to generation, are changing the way they operate so they can continue to serve their clients. At the same time they are grappling with increased regulatory scrutiny, as well as dealing with demanding clients, the transfer of wealth from one generation to the next, a growing need for client security and a rising interest in direct real estate investments.

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