09/23/2024
He credits Richter’s two-platform model – which helps clients manage both the business and the family aspects of their enterprises – with offering a unique workplace experience.
09/20/2024
Laurence Mandrile-Aguirre discusses Swiss coverage of family offices following the publication of Citi’s Global Family Office 2024 Survey.
09/20/2024
The minister added that this move will position Malaysia as a key player in the global financial scene.
09/20/2024
But it’s not all about megafunds—middle market funds will also soon be taking advantage of opportunities in this recovery.
09/19/2024
The survey was subsequently released to Citi Private Bank’s global family office clients for input.
09/19/2024
Accommodating internationally mobile family members and increasingly complex portfolios are among the main factors driving firms overseas, according to the Ocorian survey
09/18/2024
But 57% said more offices were needed as investment portfolios have diversified or become more sophisticated and 41% have done so in response to risk posed by geopolitical issues.
09/18/2024
The meetings were part of a government effort to attract foreign wealth and bolster the national economy.
09/18/2024
Wealth management AUM grew by over 8% in 2023, continuing its upward trend, with a five-year compounded annual growth rate of around 10%.
09/17/2024
The family office community in Singapore is a vibrant and growing space.
09/17/2024
Clients increasingly expect white-glove concierge services from their advisors.
09/17/2024
In total, 1,650 single family offices have been awarded tax incentives, up from 1,400 at end-2023 and 400 in 2020.
09/16/2024
Private banks need to ensure family offices clients are profitable and not just sat in cash, says Deutsche's head of ultra-high-net-worth individuals and family office investment advisory, emerging markets.
09/16/2024
The real task with intergenerational wealth is navigating the complex values, ambitions, and approaches that each generation brings to the table.
09/16/2024
An SFO manages assets belonging to only one family.
09/13/2024
More than nine in ten (92%) of those who have seen asset values increase expect even more growth over the next five years with 48% expecting dramatic increases.
09/13/2024
Municipal bonds tend to be very liquid instruments and are exempt from federal tax but can also be exempt from state and local taxes.
09/12/2024
The rise of family offices reflects two broader economic trends: technology and globalization, both of which have increasingly led to wealth being concentrated at the top.
09/11/2024
In-depth interviews were also conducted with 15 senior family office executives in the region.
09/11/2024
Wealthy individuals in North America and Asia are increasingly investigating setting up family offices in the Middle East as they seek to take advantage of the growth opportunities in the region and the Gulf’s desire to increase foreign direct inves