03/26/2013
Harris myCFO's Calabrese Leaves; Benevides Named President
Joe Calabrese has left as president of Harris myCFO, one of the country’s largest multi-family offices
Family Office
03/26/2013
Citi Private Bank appoints Middle East family offices head
Prior to joining Citi he was Chief Executive Officer of Al-Khabeer International
03/24/2013
Ex-Morgan Stanley private banker to lead EMEA global family office group at Swiss private bank
He will take on the role within the group – a joint venture between the Swiss bank’s wealth management and investment banking businesses – on April 1.
03/24/2013
Stonehage recruits former Rothschild Trust chief executive
He will head of its London family office
03/22/2013
Challenges for Family Offices: Customized Service versus Economies of Scale
Family offices in the United States steward more than $1.5 trillion in assets
03/20/2013
Management & Acquisition Firm Expands Family Office Services
WMA has leveraged their vast knowledge in all aspects of family office to the benefit of their clients
03/13/2013
Large US Single Family Office Chooses Dynamo
Dynamo platform is the cutting edge solution for limited partners.
03/13/2013
Family office for wealthy Russians joins ABS ranks
Red Square London, based in Pall Mall, operates a family office-style multi-disciplinary legal and business consultancy
03/13/2013
UBS Wealth hires JP Morgan's Ward as UK family office head
Ward, who has 22 years' experience, joins from JP Morgan where she managed the firm's global reputation risk office, a role Ward held since 2008.
03/12/2013
UK-Based Multi-Family Office Adds To Advisory Board
Mr. Munnings is an Independent Director for two of Russia’s largest companies: JSFC Sistema and JSC SUEK.
03/11/2013
Wealthy Individuals and Families Frequently Overpay to be Underinsured
Survey of 600 independent agents finds most high net worth families insured by mass-market carriers remain vulnerable to severe financial loss and overlook discounts
03/10/2013
Calamos Launches Thought Leadership Summit for Wealthy Families
Calamos also hosts regional Building & Preserving Wealth programs
03/07/2013
What Matters Most to Families? Financial Management Partners Changes Name to Matter Family Office
Matter Family Office advises on more than $5 billion in family assets
02/28/2013
Was Juliet Right? The Family Office Reveals The Top Three Tips to Debunk Enduring Financial Myths
This naming progression has endured to fool the public for too long
02/28/2013
Using Family Foundations to Attract Wealthy Clients
You’re seeing greater awareness among financial advisors on how important it is to focus on qualitative issues
02/27/2013
PAM Winner - Harris myCFO Wins Best Multi-Family Office Award
"The combined awards highlight the breadth and depth of our family office and advisory services, as well as our exceptional, independent investment consulting and advice made possible with our recent acquisition of CTC Consulting."
02/26/2013
Serial entrepreneur couple set up family office
Thy are the latest among first generation entrepreneurs to start a family office
02/26/2013
PAM Winner - Pershing Named Best Multi-family Office Service Provider
Selected by an independent panel of industry experts, the award honors outstanding achievement in four areas: financial progress over the course of the previous year, growth, client satisfaction and product innovation.
02/25/2013
IMD to Launch New Executive Education Programs
These leadership-focused programs are designed to meet the ever-evolving needs of senior executives, including growing demands for insight on Asia.
02/25/2013
Nucleus launches trusts to cater to family office trend
Firms were increasingly looking at on-platform solutions to carry out inheritance and family office planning, Nucleus said.