Our 2025 Investment Insights for Single Family Offices report explores the priorities and intentions of 282 family office investment decision-makers, most with $500M ‒ $5B in assets under management. This research study is backed by our decades of experience with family offices around the globe.

Sweeping tax law locks in key provisions, expands deductions and reshapes planning for families, businesses and donors.

During volatile times, it can be difficult to focus on the long term. But it’s important to remember that markets don’t move in a straight line and corrections are normal.

The long-anticipated One Big Beautiful Bill Act was signed into law on July 4th, making permanent key features of the 2017 Tax Cuts and Jobs Act and introducing other provisions. We break down the changes that may impact you most and offer strategies for you to consider.

Artificial intelligence and the opportunities it is creating to drive efficiencies and improve corporate profit margins are front and center for many investors. We believe the hype is justified as the technology continues to disrupt the status quo. Learn how we are evaluating the appeal of the AI investment theme.