Inside Today’s Family Office: Capital, Succession and Relationships
While investment themes remained front and center, several conversations ultimately centered on resilience, relationships, stewardship, succession planning, and what it means to prepare the next generation to manage wealth responsibly. Together, these conversations offered a valuable perspective on the priorities shaping today’s private wealth and Family Office communities.
How Family Offices Align Capital, Purpose, and Performance
Many younger wealth holders are eager to engage with questions around stewardship, governance, sustainability and long-term impact. They bring fresh perspectives and priorities, but they are also looking for opportunities to learn and develop their own understanding of the responsibilities that come with wealth.
How to Approach a Family Office Without Pitching Your Deal
You’re not attending an event to close a deal. You’re attending to either begin a relationship, strengthen an existing one, or position yourself for future conversations. The real objective is to earn the right to continue the dialogue after the event ends.
From the NYSE: 3 Key Insights Shaping the Future of the Family Office Landscape
Most existing datasets rely on scraped or outdated information, often blurring the boundaries of what truly qualifies as a family office. By bringing Family Office Access into ISS Market Intelligence, that gap can now be addressed through a combination of manually verified intelligence, ecosystem‑level relationships, and ISS MI’s global data infrastructure.
How to Build Trusted Relationships with Family Offices
Family Offices remain selective as interest in private opportunities continues to expand. Attention is limited, expectations are high, and relationships tend to favor partners who demonstrate understanding of structure, values, and pace.
2026 Family Office Events to Know
Following ISS Market Intelligence’s acquisition of Family Office Access, ISS MI now offers expanded visibility into the global Family Office ecosystem.
What Is a Family Office? Five Key Insights for Investors, Asset Managers, and Advisors
With Family Offices now representing one of the fastest‑growing and most influential sources of global capital, this combination strengthens our ability to deliver the intelligence, context, and connectivity clients need to reach the right investors and build meaningful relationships.