Alex and Sara Watson began their financial services careers with Ameriprise Financial and then worked with Allstate. Since, Mr. and Mrs. Watson represent the modern day married couple within the X and Y Generation, they thought oXYGen Financial would be t
Sentinel Trust Company, one the nation's leading boutique wealth management firms and multi-client family offices, welcomes Lissa Gangjee, J.D., CFP® to the firm as Senior Vice President, Senior Relationship Officer and member of the Executive Co
Family offices have quietly handled the financial affairs of the nation’s wealthiest households for generations, privately playing the role of money manager and life planner to the likes of the Rockefellers and the Mellons.
“Family offices used to lead the way in hedge funds and now they are competing with pension funds,” he said. “They don’t get the kind of access they prefer so that means they are going to have to digest the vast number of emerging
The investment strategy implemented at multi-family office Stonehage is aimed at preserving clients’ wealth, rather than shooting out the lights, insists Ronnie Armist, head of the firm’s investment advisory business.
Speakers include Ultra High Net Worth Family Members and Family Business Owners From Israel, Switzerland, England, Belgium and the US
The study analyses over 1,200 of the world’s largest fortunes with a minimum net worth of 210 million US dollars, in 12 countries or regions: Brazil, China, France, Germany, Hong Kong, India, Mexico, the Middle East, Russia, Singapore, the United Ki
The report is based on data provided by over 300 family businesses and identifies a number of characteristics of family businesses, the issues that they are faced with and the challenges created by family involvement.
Under the new direct co-investing platform, Fore will find investments and carry out due diligence, as well as conduct negotiations.