Defining “Scale” for Family Office Fintech: Transaction Volume, Not AUM.
According to a recent survey from Citi Private Bank (Global Family Office Report 2023), 68% of families stated their top concern was “preserving the value of their assets”, which was a noticeable shift from last year where families stated their focus was on with 68% of families citing that as their top concern “preparing the next generation to be responsible wealth owners” to.
Defining “Scale” for Family Office Fintech: Transaction Volume, Not AUM. Read More »
