Insights
Beyond the Algorithm: AI, Capital, and the Human Edge
Artificial intelligence is transforming investment decision-making faster than ever. In 2025, a majority of sophisticated investors and institutions have integrated AI into workflows across due diligence, monitoring, and scenario analysis. Amid a cooling private market environment, AI-related deals continue to show resilience and even
The Emotional Dimension of Inheritance
Inheritance is more than the transfer of assets. It carries with it family stories, values, and unspoken responsibilities that extend far beyond financial statements. With $83.5 trillion in global wealth expected to change hands in the next two decades (UBS 2024), the emotional dimension of inheritance has never been more important.
The Missing Link in Legacy: Cross-Border Trust and the Future of Family Offices in the Americas
This article explores the strategic advantage of cross-border collaboration in the Americas, where proximity, cultural nuance, and long-term alignment can unlock new opportunities for growth, continuity, and impact.
The Talent Dilemma
Family offices today are flush with capital, but short on people. As portfolios grow more complex, the demand for skilled advisors—chief investment officers, ESG specialists, and cross-border dealmakers—is far outpacing supply