10/10/2019
In his function as co-owner and partner of AUREA, Riva maintains an active leadership role in several of these smaller companies
10/09/2019
More than half of the family office respondents expected a market downturn to kick off next year.
10/08/2019
While the average family office hasn’t made wholesale changes to its portfolio, many have been building up cash reserves and deleveraging their investments in anticipation of disruption ahead.
10/08/2019
They are also embracing sustainable investing and putting succession plans in place, according to UBS’s latest Global Family Office Report.
10/07/2019
‘Trust fund syndrome’ is gripping family-owned businesses and forcing many of them out of family ownership after two generations, warns Smith & Williamson
10/07/2019
As many of us know, there's a common saying about family office money
10/07/2019
Family offices are cautious about geopolitical tensions, and there is a widespread sense that we're reaching the end of the current market cycle," said Dr Rebecca Gooch, director of research at Campden Wealth.
10/04/2019
Real estate remains critical asset to next gen despite massive generational transfer of wealth
10/03/2019
The d1g1t platform provides Forthlane with a comprehensive enterprise wealth management platform to manage all aspects of their business
10/03/2019
In Asia, the average family office surveyed managed $600 million and returned 6.2% in the year through March 31, according to the report.
10/03/2019
The platform collects and monitors data from over 500 real estate assets
10/02/2019
The beneficial owners of the 20,000 or so global business companies active in the jurisdiction also constitute a potential pool of highly affluent individuals.
09/30/2019
More than 4 in 10 are increasing their cash reserves, while 22% are reducing leverage exposure within their investments.
09/26/2019
Chief investment officer of DoubleLine Capital, said he thinks there's a 75% chance of a U.S recession before the November 2020 presidential election.
09/25/2019
The report reads: ‘In response, family offices are beginning to consider safeguards to moderate potential losses and capitalise on new opportunities.’
09/18/2019
Further, frequency of HNI is increasing due to financial services is not fulfilled by wealth management firms as well as by private banks but these demands are fulfilled by family offices.
09/18/2019
How to get an introduction to family offices
The first thing to consider when understanding the rise of the family office is what they are.
09/18/2019
Rockefeller Capital Management to Acquire Silicon Valley Multi-Family Office
The acquisition represents the expansion of the Rockefeller Global Family Office into Northern California.
09/13/2019
Some of the trends Mehta Ventures, the family office in India, identified included more family offices looking for direct investments across various sectors.
09/13/2019
Families of significant wealth want to preserve and grow their wealth