03/06/2012

Silver Bridge appoints family office entrepreneur

In addition to these duties, Mr. Fisher will serve as a Faculty Advisor for the Silver Bridge Institute, bringing educational content to families and family office professionals, and helping to support the expansion of the Silver Bridge Center for Family

02/28/2012

Al-Rajhi Group joins Pearl Initiative

The Pearl Initiative is a private sector-led, not-for-profit initiative set up in cooperation with the United Nations Office of Partnership.

02/21/2012

UBS Sees 25 Asia Family Office Clients This Year

UBS AG’s Global Family Office division aims to begin serving 25 clients in Asia this year, with assets of at least $200 million each, Amy Lo, managing director and head of ultra-high net worth, Asia-Pacific, told journalists in Singapore today.

02/16/2012

European family offices invest in India

Family offices in Europe are increasingly focusing on investment opportunities in India, in a bid to take advantage of the country’s rapid economic growth.

02/15/2012

Multi-Family Office Wins PAM Award For Best Client Service

The award, which recognizes the firm's achievements in the over $2.5bn category, honors those that have successfully served high-net-worth individuals and families in an increasingly complex economic and legislative environment.

02/13/2012

US-based wealth boutique bolsters family governance services

Reporting directly to Founder and Chief Investment Officer Kevin Harris, Day is responsible for coordinating governance efforts for client families through heir preparedness, financial literacy education, family meeting facilitation, and constitution and

02/03/2012

SGSS Italy secures custody mandate from BSI Wealth Family ‎

SGSS was retained by BSI SIM for its recognised expertise and efficiency, in particular its ability to rationalise and optimise post-trading services related to custody and settlement, as well as for its flexibility in adapting its services to clients&rsq

01/30/2012

Deadline Approaching for Family Office Compliance

One of the many regulatory changes brought about by the Dodd-Frank Wall Street Reform and Consumer Protection Act, this new “family office rule,” provides a broad exemption from SEC registration for many family offices.