03/03/2022
Former Abbot Downing President Jack Ginter leaves Wells Fargo to create Callan Family Office, an independent wealth management firm that will serve the ultrawealthy and aims to compete with the big private banks.
03/03/2022
He has over 20 years of wealth management experience
03/02/2022
The values of older and new generations are increasingly difficult to reconcile.
02/28/2022
The next-generation of family offices in Asia are taking a fresh look at asset classes, as interest turns away from traditional investments and towards exciting new ventures.
02/25/2022
The dawn of a new data era for family offices
Having access to data such as cash at bank and project costs evaluation would allow family offices to judge a situation in real time, enable them to make complicated decisions more easily, manage investment risk, and seize opportunities quicker.
02/25/2022
A New Generation is pushing Family Offices into Crypto
But families will have to balance issues like energy-intensive crypto mining with environmental concerns.
02/24/2022
The survey found three-in-four family offices are engaging with cryptocurrencies by either investing in or exploring them, while 23% have no exposure and are not interested.
02/23/2022
Family Offices See Next Leaders Ceding Profit in Succession Rift
Most family offices had trouble getting qualified executives
02/21/2022
The term sheet invited family offices known to the firm in Australia and New Zealand to bid for allotments of at least $200,000.
02/21/2022
Any additional financial resources required by the hospital for its ongoing operations would then have to be funded by its own revenue
02/18/2022
Goldman Creates Family Office for Its Executives
The new entity, called the «Goldman Sachs Partner Family Office,» offers the executives the same family-office services as Goldman clients.
02/18/2022
Making family offices your go-to source of capital
The money is often long term and can come with sector expertise, specialists say.
02/15/2022
In 2021, SVB Capital and Campden Wealth found that families allocated 12% of their portfolios to venture, up from 10% a year ago.
02/15/2022
Impact investments however leverage on these financial resources to generate returns which can then be recycled into the investment; same pool of resources, but a recurring and sustainable impact.
02/14/2022
DC Finance produces leading financial conferences in the U.S., U.K. and Israel reaching over 1,000 families worldwide who represent over 300 Billion USD.
02/12/2022
The next generation i.e., millennials are on their way to taking over their family wealth.
02/12/2022
Technology has become increasingly embedded into all segments of the economy.
02/11/2022
Family enterprises can be so diverse, so unique and you need to answer some questions.
02/10/2022
Politically prominent family has at least six investment firms
02/10/2022
Many countries already mandate companies disclose beneficial owners and some, like the U.K., make the information public.