07/19/2018
A new agreement on international tax and financial information exchange aims to provide less opportunity to shelter wealth from taxation. Global wealth managers and advisors need to make sure they and their clients are in compliance.
07/17/2018
A 46% increase in investor visas last year strongly suggests that Brexit has not put the wealthy off moving to the UK.
07/17/2018
South Africa advisory firm Carrick Wealth has set up a family office to cater to the “unique needs” of ultra-high net worth individuals.
07/13/2018
Family offices have “become increasingly sophisticated and agile,” Justicz said in the memo.
07/13/2018
Survey participants reported a 13.9% average portfolio return for 2017
07/13/2018
Most family offices are growing, have an optimistic view of the economy going forward and are eager to invest abroad, according to a survey of Chilean family offices by Ameris Capital and a local media outlet.
07/12/2018
This abuse of trust and ‘product-pushing culture’ was exactly what emerged over a decade ago in the northern hemisphere following the global financial crisis.
07/11/2018
The business would represent Sturdza's fourth arm, after private banking, asset management, and investment management.
07/10/2018
Financial Poise congratulates Faculty Member Ron Diamond on Diamond Wealth Strategies’ entry into a strategic partnership with Madeira Global.
07/10/2018
As the number of family offices grows, so does their clout in venture capital.
07/10/2018
Our families will be able to count on them anytime they need help
07/10/2018
Joining him are former Odey colleague Chris Stewart and ex-Goldman Sachs director Andrew Cox.
07/06/2018
Benaifer Malandkar on the benefits of setting up a family office for wealthy families, why wealth in India is growing and more.
07/02/2018
LJ Partnership advises on client assets of around £11 bilion
07/02/2018
A select few individuals and teams are recognized at our Global Family Office Summits and this year's award to Mediatrix Capital is quite well-deserved.
06/29/2018
Before you go in that direction, it’s wise to learn the lessons of the Lender Management court case from December 2017, which is one of the first on family offices.
06/28/2018
Expansion Highlights Market Momentum and One-Year Anniversary as Part of SEI
06/27/2018
The latest entrant is from Cresset Capital Management, an investment firm started by former private equity executives in Chicago.
06/26/2018
The family office shuffle is when a financial or investment advisory firm holds itself out as a multi-family office but either does not offer non-investment expertise or does so in a very limited and ineffectual way.
06/22/2018
There are more than 90 single-family offices in India collectively managing over $100 billion in wealth