09/28/2022
Philanthropy practices of the modern family office
Exploring the growing complexities of clients’ philanthropic activities.
09/28/2022
Exploring the growing complexities of clients’ philanthropic activities.
09/27/2022
Credit Suisse today launches its inaugural Single Family Office Index (Credit Suisse SFO Index), which tracks the financial asset performance of more than 300 SFOs across the regions
09/27/2022
WMI also announced the co-development of a philanthropy guide on donor-advised funds with Private Banking Industry Group.
09/26/2022
Opportunity awaits – for family offices that can handle it.
09/26/2022
Top concern among managers is smooth transfer of wealth to younger generation who may well have different priorities and risk appetites
09/21/2022
In Family Offices where a Principal or Wealth Creator has multiple children, it is vital that in the event of death, the family has a single member of the family to call upon to lead.
09/20/2022
By contrast, those who take advantage of family office service providers can avoid several pitfalls, including time-constraints, a significant money drain and inflexibility.
09/20/2022
Most foundations have 20% or less of their endowments in ESG or impact investments, so the 90% level sets a new benchmark for family offices and foundations.
09/16/2022
Although the next gen may be a long way from having a vote, give them a voice.
09/16/2022
Concerns over stubborn inflation, recession fears, and geopolitical uncertainty are the top economic concerns cited by family offices.
09/15/2022
Citi Private Bank survey shows Asian family offices second least optimistic when predicting returns for the next year.
09/14/2022
The demand from both older and newer generations of (U)HNWIs are spurring a development in private asset offerings for single and multifamily offices.
09/13/2022
The Swiss bank has benefited from the growth of family offices and its asset management service strengthens its overall investment platform, said Ranjit Khanna.
09/12/2022
At the same time, there are certain types of clients and sets of services that are proving to be extremely profitable for accounting firms.
09/12/2022
As satellites become smaller and demand for data increases, this new strategy is positioned to tap strong growth.
09/09/2022
Winners were selected from a record breaking 1,000 entries from more than 350 companies.
09/06/2022
The attractiveness of the family office model by the wealthy has not been lost on a plethora of professionals from wealth managers to lawyers and from accountants to insurance agents.
09/01/2022
The private equity module focuses on private clients, foundations, institutional investors and other family offices with a targeted investment volume in the private equity asset class starting at three million euros.
09/01/2022
Horizon Capital is a London-based specialist investor with a focus on technology and services.
08/31/2022
Many family offices are fortifying their strategic alliances with other family offices, cross-leveraging their respective skillsets and unlocking greater collective value.