09/01/2016
An estimated $16 trillion of wealth was expected to be transferred from baby boomer entrepreneurs to their heirs in the United States along, followed by Germany, Japan, the United Kingdom and Brazil.
08/31/2016
Key objectives have always been to preserve wealth and facilitate its transfer across generations.
08/26/2016
This wasn’t the first time, the brothers sold a bootstrapped company and made millions.
08/25/2016
They'll shed light on the ongoing work that FOX is doing to help advisors address and solve these issues.
08/25/2016
The asset purchase transaction creates a national multi-family-office type of RIA with 100 professionals serving more than 300 families with about $10 billion in assets under advisement.
08/24/2016
His consortium has fended off rival property bids from private equity firm Blackstone and ASX listed real estate heavyweights Stockland, Charter Hall and Vicinity Centres.
08/24/2016
But it’s not always clear where the opportunities are or how family businesses can access them.
08/23/2016
The International Monetary Fund (IMF) expects the UK economy to grow by 1.3% in 2017
08/23/2016
The family office had put in a $1.3 billion bid for the three hotels last month jointly with unidentified Saudi Arabian and UAE family offices, an offer that Sahara had said was below the market price.
08/22/2016
Offices like this have quietly run inheritances for centuries, often clouded in secrecy.
08/19/2016
The entrepreneur co-founded his fashion house in 1975 and has been determined to remain the sole owner
08/15/2016
A speaker of English, Hebrew and Russian, Mr Shtutin was a graduate of the Open University of Israel and the London School of Business and Finance.
08/12/2016
Business families traditionally relied on the CFO of their business or the accountant to keep a watchful eye on the family finances.
08/11/2016
These business families have created wealth through a combination of favourable economic conditions and hard work.
08/11/2016
The leading golf psychologist joined the $11 billion family office as part of a wider effort to change its culture.
08/09/2016
Believes investing in value-add real estate transactions is not only a risk averse solution, but also a prime opportunity to generate positive alpha
08/09/2016
Family offices and financial advisors are often tasked with the duty of hosting or mediating a meeting amongst key members of the family
08/05/2016
Family offices and financial advisors are often tasked with the duty of hosting or mediating a meeting amongst key members of the family to discuss a litany of concerns or to put affairs in order.
08/04/2016
The process becomes increasingly complex if several generations of family are involved, in several countries and jurisdictions, with disparate financial goalposts and targets like home ownership or financing a son or daughter's college education.
07/27/2016
Screening for any evidence of illegality, such as money laundering and criminal financing, has become a very big deal.