03/19/2014
Family Office Exchange Honored for Outstanding Contribution to Wealth Management Thought Leadership
Several FOX Member Organizations Recognized
03/19/2014
Several FOX Member Organizations Recognized
03/18/2014
Integrated cloud-based platform providers can partner with family offices to gather and compile data, build customizable reports, train professionals and make families' information accessible from any location.
03/13/2014
This marks GenSpring’s second expansion in California this year following the announcement of the founding of a family office in Los Angeles in January.
03/12/2014
The family office is registered with the registrar of companies as Innovations Investment Management India.
03/07/2014
Family Office Exchange has announced the agenda for the 2014 Wealth Advisor Forum to be held in Chicago, April 24-25.
03/05/2014
These awards underscore Atlantic Trust's ongoing commitment to keep our clients' interests at the center of all we do and emphasize our unique wealth management approach based on transparency, objectivity and trust."
03/05/2014
Trophy property prices in the British capital – those worth more than £10 million
02/27/2014
A new report shows Canadian families’ net worth gained 44.5% between 2005 and 2012, but the fact that the gain was driven largely by higher house prices points to their fragility, some analysts say.
02/26/2014
Iveagh Ltd. expects European and emerging market equities to lead growth this year as the money manager for the Guinness brewing family aims for high single-digit returns
02/26/2014
This is the first award for Banyan and the fourth consecutive client service win for the former team at Silver Bridge which was acquired by Banyan in August 2013.
02/25/2014
Private equity real estate firm Henley Investments has launched a new family office venture which will tap appetite for UK real estate from international high-net worth families.
02/20/2014
A growing desire to build peer networks of like-minded investors is driving family offices in Asia to branch out geographically. And their Western counterparts are doing the same.
02/20/2014
Dr. Arne Boudewyn, a veteran of Abbot Downing and Wells Fargo with more than 20 years of experience as a researcher, educator and consultant to ultra-high-net-worth families, has been named head of Family Dynamics and Education for Abbot Downing
02/19/2014
A family office is a private wealth management advisory firm that is established by an Ultra-UHNWI to manage their family's private wealth.
02/19/2014
A global multi-family office and wealth consultancy, has launched an advisory service on the purchase and maintenance of fine art collections.
02/19/2014
As tax season arrives, wealth managers and family offices throughout the U.S. find themselves grappling with how best to respond to recent and potential rule changes.
02/17/2014
Steven A. Cohen , the billionaire hedge fund manager, has been in the news for a string of insider trading convictions of current or former portfolio managers at his SAC Capital Advisors.
02/17/2014
When middle-market business owners begin looking outward for potential investors or buyers, they often limit their searches to a lineup of the usual suspects: private equity firms, venture capitalists, strategic buyers, and so forth.
02/14/2014
Family offices are allocating money to Bitcoin from two opposing ends of the risk-return spectrum, according to the founder of a fund dedicated to the digital currency.
02/14/2014
As private banks increasingly court the lucrative family office market, a peer-reviewed survey has ranked UBS the top provider for the lucrative customer segment.