by Jennifer Katrulya | Apr 19, 2024 | Family Office
In the fast-paced world of finance and investment, staying ahead of the curve is essential for sustained success. As technology continues to evolve, family offices, entities established to manage the wealth of high-net-worth families, are increasingly turning to...
by Jennifer Katrulya | Apr 11, 2024 | Family Office
The world of philanthropy is constantly evolving. Traditional methods of giving, such as cash donations or stock transfers, are still prevalent, but a new trend is emerging among family offices: donating complex assets and investments. For experienced family offices...
by Jennifer Katrulya | Mar 7, 2024 | Family Office
Family Office Association (FOA) welcomes you to our weekly Blog, dedicated to our members and the greater family office community seeking education and insight into the ever-changing family office landscape. To manage a family office effectively, setting clear goals...
by Jennifer Katrulya | Feb 29, 2024 | Family Office
Family Office Association (FOA) welcomes you to our weekly Blog, dedicated to our members and the greater family office community seeking education and insight into the ever-changing family office landscape. Philanthropy plays a transformative role in operating a...
by Jennifer Katrulya | Feb 22, 2024 | Family Office, Investments
Family Office Association (FOA) welcomes you to our weekly Blog, dedicated to our members and the greater family office community seeking education and insight into the ever-changing family office landscape. In the vast landscape of wealth management and preservation,...
by Jennifer Katrulya | Feb 15, 2024 | Family Office
Family Office Association (FOA) welcomes you to our weekly Blog, dedicated to our members and the greater family office community seeking education and insight into the ever-changing family office landscape. Like most historically significant franchises – at some...
by Jennifer Katrulya | Feb 8, 2024 | Family Office
Family Office Association (FOA) welcomes you to our weekly Blog, dedicated to our members and the greater family office community seeking education and insight into the ever-changing family office landscape. In today’s ever-changing and complex regulatory...
by Jennifer Katrulya | Feb 1, 2024 | Family Office
Family Office Association (FOA) welcomes you to our weekly Blog, dedicated to our members and the greater family office community seeking education and insight into the ever-changing family office landscape. Macro-Trends in SFOs The evolution...
by Jennifer Katrulya | Nov 7, 2023 | Investments
Current market volatility is understandably keeping investors on edge and stalking their portfolios very closely. No matter what your portfolio might look like, with 5 or 15 investments, you might have seen them take a hit in the last few years. There are many pros...
by Jennifer Katrulya | Apr 6, 2023 | Family Office
Family offices provide a private wealth management advisory team for wealthy families, also known as high-net-worth individuals (HNWI). These offices can offer a long list of benefits for the families involved and essentially set up the current and future generations...
