Managers of Wealth

Why Asia’s Rich Need A Family Constitution

One way affluent families ensure their wealth is preserved for generations to come is to gather family members together and hammer out a strategy for making sure that happens

Too Much Of A Good Thing? Research Finds European Family Offices Aren't Geting Involved In Philanthropy

Family offices in Europe are far less interested in managing family philanthropy than originally thought, with more than one-third not involved in the practice at all

Private banks mull regional family office units

More private banks are looking to set up independent family office platforms in Asia

Family Office Report Card

Wondering how your family office stacks up against others around the world?

Spies, Privacy and Cryptocurrency

This is the title of a talk I delivered in Montreux last month to family office investors who administer the assets of wealthy families. I co-chaired the conference with the legendary Todd Benjamin, former anchorman and financial

Chris Finlay Headlines Ivy Family Office Art Basel Forum

The Ivy Family Office Network hosted its December 2014 Family Office Outlook Forum in Miami, FL on December 1st.

Barry Diamond Headlines Ivy Family Office Art Basel Forum

The Ivy Family Office Network hosted its December 2014 Family Office and Ultra High Net Worth Outlook Forum in Miami, FL on December 1st. Barry Diamond, Chief Investment Officer of The Harrison Group, Inc., led a panel discussion on "Portfolio Alloca

Company briefs Malta’s Appeal as a multi-family office jurisdiction

CSB Advocates has contributed to the 4th Annual Maltese Wealth Management Conference that took place at the Hilton in St Julian’s. Organised by ESAFON, the event’s focus was on servicing and protecting family interests and wealth through Malt

The Coming Boom In Asian Family Offices

The creation of wealth in Asian markets is well documented; the region’s high-net-worth population has grown consistently in recent years and shows no signs of slowing.

Asian Family Offices More Self Reliant Than Originally Thought, Says Research

The impact of the global financial crisis has caused family offices to become more independent and less reliant on banks

The Coming Boom In Asian Family Offices

The lure of single- and multi-family offices among Asian ultra-wealthy families is strong and growing

3 Things Family Offices Do Better Than Pension Fund Investors

Often times, the needs of wealthy people cannot be met with a financial advisor or bank, thus the creation of the family office – a vehicle reserved to manage the financial and personal affairs of a wealthy family.

Impact Investing: A Primer for Family Offices

Impact investing enables high net worth individuals to be explicit about their shared values and to reflect them in their investment and wealth management decisions.

Multi-family office changes name and boosts team

He brings over fifteen years of experience providing counsel to families and privately-held companies invested in both public and private assets with a concentration in real estate.

An African business coming your way by David Bain

A family business from Algeria is buying up European distressed assets

London & Capital US family office AUM surges 226%

London & Capital launched its US family office back in 1989, becoming Securities and Exchange Commission (SEC) registered in 2004.

Shoosmiths offers high net worth family service with hire of regional head

He joins Shoosmiths from Aaron & Partners

How The Super-Rich Raise Capital From The Super-Rich

From single-family offices to ultra-wealthy inheritors and from the global elite to outstanding entrepreneurs, the super-rich increasingly are establishing their own investment vehicles and aggregating funds for direct investments.

Asia’s rich call in family offices to manage wealth

Entities are increasingly engaged in offering specialist services banks used to do

Family Offices Are Successful Middle-Market Investors

While some of these are “club deals,” the majority of direct investment opportunities are brought to family offices through the financial and legal professionals in their networks.