Hard Times in Family Offices

As Penta Daily’s readers will recall, the SEC drafted new family office rules in July, 2011 to make sure family offices didn’t get caught up in the onerous Dodd-Frank regulation targeted at investment advisors.


Leading family office appoints new CEO

was instrumental in implementing the firm's industry-leading open architecture strategy and has spearheaded several operational changes that have contributed to the success of both the firm and its clients.


Kanaly Trust to Enter Partnership with Lovell Minnick

Kanaly Trust has offered independent investment advice to its clients for over 35 years by combining financial planning, trust and estate services with a best-of-breed approach to outside manager selection.


Huge growth potential for Asia's family offices

THERE are about 150 to 200 family offices in Asia, according to industry estimates, each managing at least US$200 million, while globally, there are more than 2,500 family offices.