10/17/2012
Single-family offices are investing directly because of declining fund returns and concerns that some outside managers charge high fees and may have conflicts of interest, according to Wharton.
10/15/2012
Single family offices are keeping vast amounts of capital on the sidelines, both to be ready for future opportunities but also because they are looking for a safe haven.
10/10/2012
Leading family office appoints new CEO
was instrumental in implementing the firm's industry-leading open architecture strategy and has spearheaded several operational changes that have contributed to the success of both the firm and its clients.
10/09/2012
Kanaly Trust has offered independent investment advice to its clients for over 35 years by combining financial planning, trust and estate services with a best-of-breed approach to outside manager selection.
10/07/2012
THERE are about 150 to 200 family offices in Asia, according to industry estimates, each managing at least US$200 million, while globally, there are more than 2,500 family offices.
10/04/2012
The report titled "Financial Reporting in the Family Office: Elevating the Conversation" was developed by FOX in conjunction with Advent Software
10/04/2012
Designed for Private Families in the $5-50 Million Wealth Bracket
10/04/2012
US Family Office appoints new CEO
He succeeds Maria Elena Lagomasino who has announced plans to leave the firm.
10/02/2012
The full Boston expansion comes shortly after a team of 16 family office professionals joined Rothstein Kass from Boston-based JDJ Associates in late July.
10/02/2012
She has additionally taken the role of CEO for the Vincent Fairfax Family Foundation, vacated when Dr. Sue-Anne Wallace retired earlier this year.
10/01/2012
The Arab region of the Middle East is now an acknowledged centre of global philanthropic efforts.
10/01/2012
The investing habits of traditionally secretive family offices have been revealed in a Financial Times Group report, carried out in conjunction with RDS Capital.
09/30/2012
A new study by Saybrook University scholar Dennis Jaffe shows why – and what to do about it.
09/27/2012
Sorbus is targeting clients with investable assets of around £50 million
09/26/2012
"The growing importance of South America, and Brazil in particular, “on the world economic stage is undeniable”
09/26/2012
The New York-based firm, which manages about $300 million (€233.3 million), is reportedly struggling to raise capital and will start returning money to its clients in October. It plans to be converted to a family office in 2013.
09/23/2012
Think of the term “family office” and a number of images will enter your mind; oak-panelled rooms, exclusive client lists and imposing offices. But the family office has come a long way since emerging in the US during the 19th century.
09/23/2012
Over 75 Percent of Ultra-Wealthy Estate Plans Are at Least Three Years Old - RESEARCH
Survey of Single-Family Office Executive Directors Reveals Nearly 95 Percent of Clients Have Experienced Significant Changes Since Estate Plans Were Drawn Up
09/17/2012
Lord Iveagh, chairman, comments on the new Board appointments: “The Guinness family is committed to offering the retail market a fund proposition of the highest integrity which reflects their own philosophy on investment, and they also recognise th
09/17/2012
Multi-family office opens MENA office in Dubai
Previously he worked for Royal Bank of Canada in Dubai following its acquisition of Mourant Private Wealth