Read more about the article Lifestyle management challenges increase when living almost exclusively from inside our homes.

Lifestyle management challenges increase when living almost exclusively from inside our homes.

Virtual parties, socially-distanced dinners and masked gift exchanges – however we choose to celebrate this holiday season, one thing’s for sure: it will always stand out in our memories.  And, as with every aspect of life this year, they are bringing out in us an incredible creativity with lifestyle management. Instead of setting places for twelve, families are figuring out what virtual games work best over Zoom. Companies of every size are doing what they can to keep their WFH teams feeling appreciated and motivated – from virtual wine and whiskey tastings to team-building exercises like virtual Escape the Room. And, as they’re finding out, these activities have as many moving parts as any in-person event.    Lifestyles can be challenging to manage even when we’re living it almost exclusively from inside our homes (just ask anyone who’s missed…

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Read more about the article How Technology Has Pushed Lifestyle Management To The Forefront Of Service Offerings.

How Technology Has Pushed Lifestyle Management To The Forefront Of Service Offerings.

It’s easy to forget how “primitive” life was before the 2000s. Just binge an old favorite on Netflix, for example, and you’ll see how many storylines were based on missed connections that would never happen today. Characters lost numbers that would now be stored in their phones, or they made an urgent call only get a home answering machine when today they would simply call the person’s mobile or fire off a text. They remained ignorant (often blissfully so) of world events unless they bought a newspaper or watched the eleven o’clock news, and the workday actually ended when they left the office. As you move on to more recent shows, you’ll see how the first iPhones dramatically changed the landscape again, and even those now look like relics from the Stone Age. How did we ever live without…

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Read more about the article Family offices are outgrowing traditional models and expanding into lifestyle management.

Family offices are outgrowing traditional models and expanding into lifestyle management.

There has been much talk over the past ten months about the world “on pause,” but the truth is that for many of us life has never been busier. For family offices and the clients they care for it has been certainly more difficult to manage, especially since most of those clients’ concerns are spread out across the country and/or overseas. Yes, the theaters have gone dark, but the show – including the management of business affairs and the preservation of physical assets – must go on.      On the upside, these unprecedented challenges have also presented an opportunity for family offices to uplevel the services they provide. This includes an expansion from traditional wealth management and estate planning into lifestyle management.   Technology is essential to meeting these evolving needs. All-in-one solutions, for example, offer an impressive array…

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