INVESTMENT
Gary Heynes, George Carter & Jill Kaur — RSM UK8 min read
RSM UK partners set out a strategic framework for family office investing — from governance and asset allocation to manager selection and long-term stewardship of family capital.
TECHNOLOGY
George Carter — RSM UK7 min read
George Carter explains how FamilySight® consolidates entity, ownership and reporting data into a single governance layer purpose-built for modern family offices.
FINANCIAL PLANNING
George Carter & Gemma Floodgate — RSM UK8 min read
Structured philanthropy is becoming a core pillar of the modern family office. George Carter and Gemma Floodgate outline governance, structure and reporting choices that turn generosity into strategy.
FINANCIAL PLANNING
Jolyon Connell — Farrer & Co9 min read
Jolyon Connell walks through the practical civil toolkit for tracing, freezing and recovering assets — and the enforcement steps that turn a favourable judgment into actual value.
FINANCIAL PLANNING
John Sanderson & Steve Gauke — Provira7 min read
Illiquid assets, tax deadlines and probate delays combine to create liquidity gaps in estates that look, on paper, comfortably wealthy. Provira sets out the mechanics and the ways to solve them.
TECHNOLOGY
Jonathan Flack & Francesca Ambrosini — PwC10 min read
PwC's Jonathan Flack and Francesca Ambrosini set out where AI is genuinely reshaping the modern family office — and where the hype is running ahead of the operating reality.
TECHNOLOGY
Agreus Limited — Agreus8 min read
Agreus argues that the next chapter of family office growth is being written in technology and data — and that the talent model has to evolve alongside the tooling.
RESEARCH
Denise H. Kenyon-Rouvinez — IMD9 min read
Denise H. Kenyon-Rouvinez examines the family office as a structure for multi-generational wealth preservation — and the governance and purpose that make continuity possible.
RESEARCH
Paul Westall — Forbes6 min read
Paul Westall argues in Forbes that family offices are increasingly building teams across borders — with real consequences for compensation, culture and operating model.
RESEARCH
Jersey Finance — Jersey Finance4 min read
Jersey Finance reports on Walkers' latest promotions round, including a new partner appointment in Jersey — a signal of continued growth in the island's private wealth ecosystem.
RESEARCH
McDermott Will & Schulte — McDermott Will & Schulte7 min read
McDermott's synthesis of the Family Office Symposium 2026 — the governance, investment and generational themes practitioners flagged as most consequential.
INVESTMENT
HSBC Private Bank — HSBC Private Bank5 min read
HSBC Private Bank launches HSBC Access, a platform designed to connect UHNW individuals and family offices with founders, funds and opportunities across the innovation economy.
FINANCIAL PLANNING
HSBC Private Bank — HSBC Private Bank6 min read
HSBC Private Bank's collectibles report argues that the coming 'great stuff transfer' will reward collectors who plan with purpose and passion — and penalise those who don't.
ENERGY & INFRASTRUCTURE
UK Private Wealth Magazine — Editorial Desk6 min read
Proxima Fusion has secured €411 million in new funding, becoming Europe's best-funded fusion company as it accelerates development of Alpha, its commercial stellarator fusion demonstrator. The investment highlights growing institutional confidence in fusion as a strategic technology for long-term energy security and industrial competitiveness.
TECHNOLOGY
Daniel Kenny — CEO, FutureVault12 min read
As agentic AI moves from experimentation into daily operating practice, the firms that win will not have the cleverest models — they will have the most defensible governance layer over the most sensitive data.
TECHNOLOGY
Tom Williams — CEO, Point10 min read
As investment managers accelerate AI adoption, data sovereignty is emerging as a critical requirement — control not just of systems or tools, but of the data and intelligence that underpins them.
RESEARCH
UK Private Wealth Magazine Editorial Team — Research Desk15 min read
AI does not solve fragmented wealth data — it inherits it. The strategic divide is shifting towards firms whose information environment is disciplined enough to make AI dependable.
INVESTMENT PLATFORMS
Kidbrooke — Decision Intelligence for Wealth & Insurance11 min read
With 4.3 million members and S$649 billion in assets, Singapore is preparing to unlock one of the largest pools of investable retirement capital in Asia. The technology challenge is greater than most providers realise.
FINANCIAL PLANNING
Moneytree Software — Financial Planning Software8 min read
Modern financial planning software helps advisors move beyond spreadsheets and static reports, enabling clearer explanations, interactive scenarios, and more transparent planning discussions.
PRIVATE MARKETS
Jacob Miller — Co-Founder, Opto Investments7 min read
Most family offices arrive at private markets through relationships rather than intention. Jacob Miller of Opto Investments argues that building a program with generational staying power means moving from episodic to systematic — and explains where to start.
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