03/13/2015
What Millennials Look for in a Wealth Advisor
Executive Director Amy Hart Clyne to Examine How to Engage the Client of the Future
Family Office
03/12/2015
The Single-Family Office Evolution
“Outsourcing family office services can actually increase control for clients by allowing greater customization in creating the family wealth plan. Ultra-wealthy inheritors are even more likely to be personally involved in shaping the structure of t
03/10/2015
Luxembourg-Based Family Office Launches Peer -To - Peer Asset Manager
A Luxembourg-based family office has launched a new asset management firm this week in a bid to introduce institutional investors and families of wealth to the peer-to-peer (P2P) finance sector.
03/04/2015
FOX Updates Workshop to Help Families Create Their Own Unique Family Office
Family Office Exchange (FOX), a global membership organization of private family enterprises and their key advisors, will be offering its Family Office Design Workshop in Chicago on May 5-6
03/02/2015
London-based multi-family office pioneers re-brand
"Having combined the two firms’ deep experience, we are very much fit for purpose with a refreshed commitment to delivering exceptional risk-adjusted investment results. We seek to be a default choice for wealthy families and foundations requir
02/26/2015
Institutionalisation of Family Offices: is it worth it? by Martin Engdal, Market Strategist, Advent EMEA
Ultimately, the question comes down to ‘will the ROI be worth it?’
02/23/2015
Family offices are evolving into sophisticated wealth and investment managers - Part 1
Family offices globally are evolving into very sophisticated wealth and investment managers
02/20/2015
Jonathan Fry exits firm post-merger to set up family office
He has taken a number of high net worth clients – equating to over £100 million of assets – with him to launch Fry Family Office.
02/19/2015
Inside The Family Office: A Potential Catastrophe
Depending on how you look at history, the concept of family offices appears more coincidental than intentional.
02/19/2015
Millennial Family Clients Want to Keep Their Family's Advisors - FOX
The white paper identifies five themes that shed light on those expectations and provides eight recommendations for engaging Millennial family clients.
02/18/2015
When Hedge Fund General Partners Should Outsource Family Office Services
There is considerable interest among hedge fund partners for family office services
02/18/2015
When Hedge Fund General Partners Should Outsource Family Office Services
Possibly enticed by lower compliance and disclosure requirements, a few managers of global funds have elected to convert
02/17/2015
DMCC expands its single family office services
DMCC Free Zone expands service offering for its members with new license structure for Single Family Offices Over 100 delegates including business owners, investors, chartered accountants, asset managers and professional services representatives attend l
02/16/2015
Multifamily office to open in Dubai
The firm hopes to receive a licence to operate in the Dubai International Financial Centre (DIFC) in the next few months, with a view to attracting more clients in the region. It started the application process in mid2014.
02/16/2015
Mack International Named Best Family Office Specialty Services Firm
Mack International LLC named Best Family Office Specialty Services Firm at the 4th Annual Family Office Review (FOR) Awards at the ceremony in Houston on January 29, 2015.
02/13/2015
Family office head exits Beckwith’s Pacific Investments
Holder previously held the role of group finance director at Pacific Investments for three years
02/12/2015
FOX Wealth Advisor Forum to Examine the Role of Advisor as Master Builder of the Integrated Wealth Plan
Family Office Exchange (FOX), a global membership organization of private family enterprises and their key advisors, has announced the agenda for its 2015 Wealth Advisor Forum
02/10/2015
Family Office Review Names Geller & Company As Best Multi-Family Office Investment Advisor
Family Office Review Awards recognize the individuals and firms that are the driving forces behind the growth in family offices and family wealth
02/10/2015
Close Brothers appoints director of family business
This role has been created as part of the firm's Family Business Club initiative, announced in January 2014.
02/10/2015
PAM AWARDS: PCR Wins Back-To-Back Awards: "Best Reporting Solution" And "Best Family Office Technology Provider"
Private Client Resources, a leading specialist of private wealth aggregation, reporting and integrated technology, has been recognized as the "Best Reporting Solution" by Private Asset Management and as the "Best Family Office Technology Pr