Managers of Wealth

Family Offices, Wealth Managers Face New and Looming Tax Changes

As tax season arrives, wealth managers and family offices throughout the U.S. find themselves grappling with how best to respond to recent and potential rule changes.

Cohen Changes SAC Name to Point72 in Family Office Shift

Steven A. Cohen , the billionaire hedge fund manager, has been in the news for a string of insider trading convictions of current or former portfolio managers at his SAC Capital Advisors.

Family offices are seizing more opportunities in middle-market M&A, so keep an eye out for them

When middle-market business owners begin looking outward for potential investors or buyers, they often limit their searches to a lineup of the usual suspects: private equity firms, venture capitalists, strategic buyers, and so forth.

Family Offices Divided on Bitcoin's Place on Risk Spectrum

Family offices are allocating money to Bitcoin from two opposing ends of the risk-return spectrum, according to the founder of a fund dedicated to the digital currency.

Private Banks Offering Best Family Office Services Announced

As private banks increasingly court the lucrative family office market, a peer-reviewed survey has ranked UBS the top provider for the lucrative customer segment.

Canada's #1 Family Office annouced

We are delighted to be recognized as the #1 Family Office in Canada once again.

Myer leads nation on family wealth front

UBS Wealth Management ranked again as the best global private bank, followed by Credit Suisse. JPMorgan was third, while Citi moved up to fourth place globally, ahead of HSBC.

Guernsey: The Changing Role Of Family Office Offshore

Lisa Vizia of Saffery Champness in Guernsey examines the changing roles of offshore family offices in Guernsey and what the implications will be.

Role of family offices in preserving & protecting private collections - RESEARCH

Many ultra-high net worth families are art lovers, own collections or actively buy and sell in the art market.

Ping An’s head of overseas investment to join new family office

Ping An Asset Management’s head of overseas investment is leaving the firm to become the first CIO at Caravel Asset Management in Hong Kong, with a remit to hire.

Landert family office opens new office in Germany

The Swiss family office asset manager Landert is further expanding into Germany

Mack International nominated for Best Family Office Consulting Firm by PAM

The winners will be announced at a dinner and awards ceremony on Feb. 24

SFOS Lacking Resources For Art Wealth Management

Many single family offices do not have the resources to properly govern the private art collections of their clients, despite some matching those of museums in terms of complexity and scale, according to a new academic paper.

GenSpring Establishes Los Angeles Family Office

Alan Bonde and Jan Vega Join GenSpring as Firm Expands Presence in California

Defining The Single-Family Office

There’s a general consensus within the private wealth industry that the number of single-family offices is booming worldwide.

As New Entrants Appear, Family Offices Reassess Their Niche

The wealth management industry is contending with increased regulations and the often differing priorities of younger generations.

Pamera acquires properties for family offices

On behalf of two family offices, Pamera Real Estate Partners GmbH has acquired an office and retail property in Berlin and an office property in Frankfurt am Main with a combined value of € 22 million.

After prostitution arrest, $4 billion hedge fund to become family office

Roughly five months after the arrest of CEO Jim Bisenius in a prostitution sting, Common Sense Investment Management is closing its doors and becoming a family office

Pathway to Successful Family and Wealth Management - RESEARCH

The paper also provides an analysis of important topics and issues to consider when deciding whether to establish, or restructure, a family office.

Billion-dollar family office on expansion trail

Singapore-based Thirdrock is launching an FX-focused hedge strategy, buying into a corporate finance boutique and a hedge fund seeding platform, and eyeing a Hong Kong presence.