09/13/2023
Family offices shift focus to wealth management amid market volatility
Over half of the respondents, 51%, grew their exposure to fixed income over the past year due to rising interest rates.
09/13/2023
Over half of the respondents, 51%, grew their exposure to fixed income over the past year due to rising interest rates.
09/12/2023
US-based Citigroup’s private bank serves over 1,600 family offices worldwide, with each having a net worth greater than US$3 billion.
09/12/2023
With troubles across their portfolios, they are scrambling to rediscover defensive income.
09/11/2023
The award recognizes Key Family Wealth's family governance framework which has helped to better prepare family members to responsibly manage generational wealth.
09/11/2023
The surge in registered family offices continues to grow, with a staggering 192 established in just the first four months of 2023.
09/08/2023
Compound, a financial and tax advisory service for tech executives, is joining Alternativ Wealth, a digital RIA, to form Compound Planning.
09/07/2023
Data from private investments can help inform their public market investment valuations.
09/05/2023
The firm has hired a BlackRock veteran to spearhead the advance.
09/04/2023
In a world where wealth generation is skyrocketing and financial needs are evolving, family offices are rapidly becoming a preferred choice for the ultra-rich looking for tailored solutions.
09/01/2023
Family offices are investing in sophisticated operational infrastructure, report says
08/30/2023
Money laundering by China-born suspects highlights risks of ballooning family offices
08/28/2023
With requirements on single family offices becoming more onerous for smaller players, a growing number are looking at joining multi-family offices or considering alternative structures to cut costs.
08/25/2023
As a result, family offices in Asia took on more risk assets with an average allocation of 39.5 percent to equities – the highest among all regions.
08/24/2023
Farro & Co is the new international mobility and immigration solutions subsidiary launched by multi-family office Farro Capital's parent company.
08/23/2023
It’s an assignment few individuals or families can successfully take on themselves.
08/23/2023
This scenario, which seemed a pipe dream just a few years ago, could be steadily taking shape in this region.
08/23/2023
In Australia, over 50% of family offices were established in the last 10 years and have five or fewer employees.
08/22/2023
Family offices are increasingly sophisticated, with 6 per cent of those surveyed having more than $1 billion in assets under management and 60 per cent having an investment committee.
08/18/2023
Incumbent chair Björn Björnsson has retired, with lawyer Thomas Graf taking on the role.
08/15/2023
The investment operations of LFO are under the proficient leadership of CIO Andrew Sharrock.