08/20/2013
Secret to Wealth for Financial Elite
The multi-family office model delivers much more than the pure asset management of an independent financial advisor
Family Office
08/14/2013
Hedge fund and family office middle office firms merge
Their target market is hedge funds, family offices and institutional funds.
08/05/2013
Family Offices Chasing Wealthy’s $46 Trillion in Assets
McNeill’s job is to help Ascent’s clients discover their pasts, skeletons and all, and gain perspective on their Gatsby-sized fortunes.
08/05/2013
HSBC Tops List of Biggest Family Offices
HSBC’s ultra-high net worth offering is the biggest multi family office in the world, according to Bloomberg Markets, which has produced its annual ranking of the sector.
08/05/2013
Single-Family Offices Embrace Strategic Outsourcing
Single-family offices are often expensive propositions. They’re generally very much boutique operations employing high-caliber experts in the service of the very wealthy.
08/01/2013
The New View From an Old Family
The Chief Investment Officer of the Pitcairn multifamily office in Jenkintown, Pa., viscerally understands the competitive advantage that wealthy families have in the marketplace
08/01/2013
Westport Resources Hires Family Office Services Director
Westport Resources of Westport, Conn., has hired Eugene Miller as director of family office services.
07/31/2013
The family office that mega-wealth built
The family office is taking off for Australia’s wealthiest families
07/31/2013
Big social investment fund targets family offices
Big Issue Invest chairman Nigel Kershaw said he expected a reasonable annual rate of return, but could not reveal further details at this stage.
07/30/2013
More People Moving to a Multi-Family Office - RESEARCH
The Multi-Family Office Addicus has found more and more families reallocating their Wealth Planning to the Multi-Family Office
07/30/2013
Security and Integration Among the Top Family Office Technology Concerns
Reporting Software That Integrates Financial Data Across Multiple Functions Remains Elusive
07/30/2013
Trio of Wealth Management Leaders Form New Independent Advisory Firm
Three internationally recognized family office industry pioneers have announced the founding of the advisory firm, WE Family Offices
07/30/2013
Long-Term Solutions Hires George Brewster as Managing Director and Chief Compliance Officer
George's broad experiences, expertise and personal style are a perfect complement to our culture
07/24/2013
Forbes Family Office Reveals National Ambition
The Forbes family is planning to launch a national multifamily office.
07/21/2013
£1 trillion due to pass down over next 20 years…
One in five have never discussed their true wealth with their children
07/18/2013
The super rich are keeping it in the family
IN THE world of wealth, towering over the rich and the super-rich are the "family office-rich".
07/15/2013
WEALTHY Australians are rushing to create family offices
A new survey produced in Eureka Report lists details surrounding one hundred of the nation's top family offices: industry estimates suggest there are 250 single family offices now operating in Australia.
07/09/2013
The Boom In Single-Family Offices
While it’s impossible to accurately calculate the numbers and growth of single-family offices due to their penchant for privacy, there are a lot of indications that single-family offices are growing in number
07/07/2013
Former Secretary of State joins independent multi-family officey board
He is currently a Visiting Professor at the University of Sheffield (Department of Politics Crick Centre), visiting lecturer and adviser to the London School of Business and Finance and an Academician of the Academy of Social Sciences.
07/07/2013
Keel Point Announces boosts team
Keel Point Advisors announces that William A. Pusey, Jr., JD, MBA, of Richmond, VA, has joined Keel Point to help affluent families develop and implement their own unique Keel Point