06/28/2021
Harness Wealth raises $15 million to democratize the power of family offices
That high bar means there are still a lot of people with a lot of resources who need hand-holding.
06/28/2021
That high bar means there are still a lot of people with a lot of resources who need hand-holding.
06/24/2021
An investment company can receive a loan from the family, invest the funds, and pay tax on earnings at the company tax rate of 30%.
06/23/2021
The multi-family office's Asset Management division expands its Outsourced Chief Investment Office (OCIO) services with a focus on small- to medium-sized foundations and single family offices
06/23/2021
A handful of banks have combined the latter approach with a quest for digital excellence and are offering UHNWIs and family offices a full suite of in-house digital services built on innovative, end-to-end technological solutions.
06/22/2021
Groups use their flexibility and connections to exploit surging market
06/22/2021
From investment banks and compete-orientated cultures to smooth-sailing family foundations, purpose dictates culture.
06/20/2021
By 2025, India is expected to have more than 10,000 ultra-rich individuals.
06/16/2021
MSI Finance Management has attracted about 40 wealthy families, says co-founder and vice-chairman Mario Ho
06/14/2021
Robert Christie, Partner, will be joining a panel of experts at a BPP 2021 Family Office & Private Wealth Management forum.
06/10/2021
Over the past couple of years, we have seen numerous surveys, such as the GIIN’s 2020 report, showing that nearly every investor of this type has already or is considering a shift toward sustainable investments of some kind.
06/10/2021
Review of the family office exemption could be addressed in several ways.
06/08/2021
The boutique was founded by Ralph Winter and Thomas Landschreiber and has until now focused on opprtunitisc transactions in the DACH region.
05/31/2021
If this is the case, this will be a highly significant driver of financial markets, real estates and private assets, largely because investors have not had to deal with inflation for decades.
05/27/2021
Family offices, the lightly regulated entities that manage money for the wealthy, have proliferated in recent years.
05/26/2021
Walgate Family Office is the first service to be announced under the umbrella of Walgate
05/26/2021
Not only is family wealth becoming more diverse and geographically dispersed, family offices are also operating in an economic environment of rising volatility.
05/26/2021
“We strongly believe that today’s portfolio returns should not be at the expense of future generations."
05/26/2021
Family offices, the lightly regulated entities that manage money for the wealthy, have proliferated in recent years.
05/25/2021
The pandemic has given wealthy families time to reassess their way of life, their goals and where in the world they want to live, and many are now looking for a different kind of lifestyle and administrative support.
05/19/2021
With family offices becoming increasingly sophisticated and equipped to execute and manage their transactions, remaining necessary and relevant is a significant challenge for banks servicing this sector.