Insights for family office executives

Fourth edition 2026

See articles and conversations with specialists from UBS as well as leading experts from across the industry. Explore insights for the multiple dimensions of starting and managing a family office.

Highlights

01
Home of the brave: Innovation as a time-honored legacy
How economic progress often emerges from periods of uncertainty – from UBS CIO
02
Leaving the family office without leaving the family: Rethinking independence and participation in the multigenerational family office
How family offices can support independence and belonging – from Brandy L. Wilson
03
Structuring co-investments: Key considerations for family offices
Guidance for navigating important regulatory considerations around co-investment opportunities – from Kleinberg Kaplan Wolff & Cohen, P.C.
04
Fundraising with purpose: A guide for philanthropists looking to create lasting impact
Practical advice for philanthropists looking to leverage their social and financial capital for an important cause – from UBS Family Advisory and Philanthropy Services
05
Great Wealth Transformation: How family offices can align evolving multigenerational families
How family offices can support the transformation of family culture resulting from the unprecedented transfer of wealth – from UBS Family Office Design and Governance Strategy Americas
06
Keeping it in the family: When to bring your tax advice in-house
How family offices can take a more thoughtful and orderly approach to bring a tax advisor in-house – from Hunters Point Partners
07
Radical act of empowerment: How one company discovered the potential of happy employees
The visionary business approach of Asher Raphael, co-CEO of Power Home Remodeling – podcast excerpt

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Miss the last Quarterly?

How are family offices redefining their role in driving meaningful change? What do you need to know about the auction system when selling artworks? How can family offices use Ai as an operating model for scalable growth? Why is requiring family office experience a barrier to finding the best talent available? What are practical steps family offices can take to address the widening range of risks they face? See these articles and more in our Q3 edition.

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