Managers of Wealth

The Future of the Family Office

Over the last 10 years, the number of family offices around the world has been significantly increased and this trend is expected to continue in the future. Family …

Family office adds director to Global Business Development team

King joins from the international wealth management division of Royal Bank of Canada

Family Offices Are Torn: Secrecy or Deals?

Some ultra-rich investors are spurning private equity funds to go direct — which means visibility.

Rockefeller to Reach $36B AUM by Year's End

“The reason a smaller firm can compete so well in the wealth management space now is that you don’t have to vertically integrate and build all of your digital,” he said, according to the news service.

Rockefeller Capital expands family office in San Francisco

"Bruce and his team bring extensive wealth and investment planning knowledge that can be augmented by the comprehensive family office expertise at Rockefeller, including tax, lending, portfolio construction and trust and estate services," he add

Family Office Salaries on the Rise

The structure and nature of compensation is evolving as the family office industry matures.

Swiss firm partners with Brazil advisors for offshore services

The company is in conversations with over 45 firms and is seeking to have 200 partnerships by year-end, said Vinicius Geromel, a portfolio manager at the firm who is leading the effort.

Capturing Synergies in an Evolving Family Office Landscape by Geoff Cook

These are the ‘internal drivers’ that are proactively shaping family office behaviours.

Capturing Synergies in an Evolving Family Office Landscape

Today, the requirements of families can be complex, often global and increasingly digital with families often behaving as if they are institutions in their own right. T

David Tepper Sees Path for Family Office

Tepper founded Appaloosa in early 1993, aggressively trading his own personal account in hopes to lure third-party capital.

Rise of Islamic Finance Helps Muslim Family Offices Make Investments True To Faith

The laws encourage an emphasis on risk sharing instead of a direct return on investments.

Singapore multi-family office adds philanthropy ambassador

Christopher Wilson will consult with Golden Equator Wealth’s clients to help them understand the benefits of philanthropy and implement it in their family office

Riding High: Bold Family Office Diversity Into Alternative And Co- Investment

This is an attractive asset category, but a risky one.

Exit Planning: Family Offices Need Solid Foundations

In this article, we introduce topics such as self-dealing and excess business holdings in the context of making an investment in a family office vehicle so that practitioners are able to issue spot and obtain the right advice.

Are CLOs a good alternative investment for Singapore Family Offices?

As Family Offices look to diversify their investments and increase yield, will investments in collateralised loan obligations (CLOs) serve as a good form of alternative investment for Asian Family Offices?

Sandaire continues diversification with the launch of Sandaire Real Estate

Sandaire Real Estate will provide strategic portfolio, transaction and asset management services and advice

WealthBriefing Launches New Online Family Office Database

This publication is embarking on a major new partnership with Highworth Research to deliver data on the fast-growing single family office sector.

What Does A Family Office Need To Know?

This should include the tangibles such as these few examples of many we recommend: Controller with “X” years of public accounting experience servicing high-net-worth individuals.

Russ Prince: Adopting Proven Best Practices For SFOs

There are many "acknowledged best practices" in the world of single-family offices.

Family office hires chief financial officer

Davies joins from Close Brothers Asset Management where he served in a similar position for the last seven years.