LemonEdge: Family money, big moves

Diversification has always been part of the family office playbook, but the breadth of assets under consideration is often wider than in mainstream firms.This blend of caution and agility creates a dual personality: family offices can adopt a defensive stance to protect wealth but remain opportunistic when attractive assets become available. For banks, this dynamic means that speed and flexibility of execution are critical. Those that rely on legacy infrastructure may struggle to provide the responsiveness ...