05/25/2022
DL Holdings Acquires Family Office To Accelerate Its Growth In Asset Management
The acquisitions will also bring a strong, stable and more sustainable driving force into its Impacting Investing Strategy.
05/25/2022
Just 1 In 5 Family Offices Are Invested In Cryptocurrency
Cryptocurrency as an asset class is extraordinarily volatile.
05/24/2022
Investor Gestion is based in Geneva, and is actively looking to acquire other firms.
05/23/2022
Bringing The Family Office Framework To Business Owners And Clients Of CPAs
He works extensively with accounting firms to help them optimize their financial and personal lives of their clients.
05/20/2022
Family offices show strong interest in alternative investments
Driven by market volatility and the search for higher yields, family offices are raising allocation to alternative assets.
05/17/2022
Family Office Considerations Relating to Partnership Audits
Since Family Offices may be in a position of management, this is a particularly sensitive issue for family office professionals.
05/16/2022
The EY Single Family Office study was commissioned to get to the heart of how SFOs perceive their own capabilities, where they see growth opportunities or market challenges and how they learn from best practices
05/16/2022
Because of these shared moral standards and objectives, there is a solid ongoing commitment to the ultra-wealthy family.
05/15/2022
A confluence of geopolitical uncertainties, economic trends and social forces are placing Single Family Offices (SFOs) under increasing pressure, according to a new study by EY.
05/13/2022
This includes senior investment manager Jacky Li who will be focused on deal execution and portfolio curator Jeffery Ho.
05/12/2022
The fund will focus on growth opportunities in Asia’s middle-market businesses, with plans to invest mainly in companies at the growth or mezzanine stage and in need of a capital infusion
05/11/2022
Starting on the Wrong Foot When Creating Family Offices?
Where to start? Let’s go back to the beginning and take a critical look at their origins.
05/06/2022
New rules that kicked in April 18 will mean that family offices, through which the ultra-wealthy manage their fortunes, face a stricter regime to enjoy tax-exempt incomes.
05/06/2022
A family office like no other, adapting to changing markets and offering innovative investment solutions while remaining focused on helping clients manage all aspects of their financial lives.
05/04/2022
BNY Mellon’s unwavering commitment to serving today’s modern family office has led us to partner with The Harris Poll to produce this report.
05/03/2022
Egonon said the licence would elevate asset managers to a higher level of quality and provide investors with greater transparency.
04/29/2022
‘Future Family Office Trends‘ Survey Results
The results of our recent survey of Future Family Office Trends is in! Thanks to all those who took part, your contributions were both invaluable and insightful.
04/28/2022
SFO Alliance membership expands to 250 firms amid wealth surge
04/28/2022
Darragh O'Sullivan is a London-based family office expert, helping entrepreneurs and new/young wealth to build and run their family offices.
04/27/2022
They must also hire at least two IPs, though they may get a one-year grace period to hire the second one. Section 13O previously had no minimum AUM or IP hiring requirements.