02/26/2013
Serial entrepreneur couple set up family office
Thy are the latest among first generation entrepreneurs to start a family office
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.
02/21/2013
PAM Winner - Market Street Trust Company named 'Best Multi-Family Office--Client Service'
Market Street was selected over three other industry leaders.
02/21/2013
PAM Winner - Pathstone Family Office Receives 2013 PAM Award for Best Multi-Family Office
The awards program recognizes investment professionals and wealth advisers
02/20/2013
FOX Study Finds Multi-Family Offices Experiencing Solid Growth Over the Last Two Years
"The continued reliance on exceptionally talented, yet hard-to-find, client-facing personnel makes improving productivity a paramount goal for most firms."
02/17/2013
Some HNW and family offices reassured that they will not pay for insider trading probe legal fees
The amount of the investor redemption notices exceeds the US$1 billion figure
02/17/2013
New CIO of Bass family office named
Before joining Oak Hill in 2010, he was president and executive director at Nuveen Investments.
02/14/2013
Market Street Trust Company Named Best Multi-Family Office for Client Service
We are proud to receive this recognition from our colleagues in the industry
02/11/2013
Northwood Family Office recognized as best family office in Canada
It was recognized for its varied services and expertise
02/10/2013
Family office the administrative hub of a wealthy family
We do a lot of financial administration for families
02/07/2013
Swiss family office’s asset management arm puts money on UCITS
The UCITS framework presents many advantages.
02/07/2013
Former Bank Hapoalim Switzerland CEO joins OpenArc AM
OpenArc Asset Management is an independent, wealth management firm addressing the investment needs of ultra high net worth individuals, families and institutions across the globe.
02/05/2013
Smith & Williamson launches dedicated website to support its family office services
Smith & Williamson’s family office service brings together expertise in three key financial components of a family’s affairs; investment management, tax and financial planning.
02/03/2013
A Guide to the Family Office Employment Market
They may not quite resemble Winston Churchill’s concept of the former Soviet Union as “a riddle, wrapped in a mystery, inside an enigma.” At the very least, however, it would very difficult to disagree with the notion that family offices
01/31/2013
Mack International Nominated for Best Family Office Consulting Firm
Ms. Mack is highly regarded as a thought-leader, renowned speaker and wealth-management industry event chairperson who is frequently invited to present at influential family office forums, conferences and private events all over the world.
01/22/2013
UBS Launches Global Family Office in the Americas
The UBS Global Family Office was launched in Europe and the Asia-Pacific region in January 2011 and currently manages more than USD 50 billion in assets.
01/17/2013
New Family Wealth Toolkit Helps Families Maximize More Than Wealth
The Family Wealth Sustainability Toolkit is more than just a book.
01/16/2013
Family Office Exchange appoints new CEO
He has extensive experience working with family offices and wealth advisors. Since 1999, he has operated his own consultancy helping families set up and recruit for their Family Offices.