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AI is about to completely transform how family offices operate. Information at your fingertips. Streamlined due diligence. Substantially smaller staff requirements. But here’s the real question: having access to all that data is one thing. Being able to make sense of it in a meaningful way? That’s something entirely different. Why AI might lift the […]

A tech entrepreneur just sold his company for over $1 billion. His kids are 7 and 5. And he’s already sent 16-page questionnaires to every portfolio manager he’s interviewing. This is the new face of family office investing – young entrepreneurs who want to be hands-on, not just relationship managers. They’re up at 4 AM […]

The companies that command top multiples? They’re always ready to sell—even when they’re not trying to. We recommend an annual “State of Readiness” audit: 👉 Is your data room updated? 👉 Are your KPIs benchmarked? 👉Is your team prepared for due diligence? Buyers notice. So does value.