08/01/2012
Family Office Exchange Launches Two Major Benchmarking Projects
The New FOX MFO and Wealth Advisor Benchmarking StudyThis year FOX is adding a benchmarking study for Multi-Family Offices, wealth advisors who deliver integrated wealth advice to ultra-high net worth families.
08/01/2012
Evolution of Family-Owned Businesses in the Arab Region
Some Arab family-owned businesses have built regional and international marquee brands by adopting international best practices.
08/01/2012
Silver Bridge today announced that it has expanded its strategic philanthropy and foundation service capabilities with the appointment of Susanne Salerno to Director of Foundation Services. Over the past three years, Silver Bridge has steadily built its p
07/30/2012
US multi-client family office expands team
He comes to TAG from Palisades Hudson Financial Group, where he served as Chief Investment Officer, overseeing strategy and management of client investment portfolios and chairing the investment committee.
07/29/2012
The Flaws in an Advisor Listing for the Superrich
The Family Office Exchange, a pillar of the wealth-management industry, stumbled when naming the best advisors for great fortunes. Barron's investigates.
07/26/2012
Some people earning more than $200,000 a year also face a 3.8 percent Medicare surcharge on investment income.
07/26/2012
Generation Ys are apparently best placed to communicate with older patriarchs or matriarchs of family businesses.
07/26/2012
IVG sells Luxembourg office to Family Office
The deal represents one of the most important transactions in Luxembourg and so far represents 15% of the total market. Private investors still dominate the Luxembourg office market despite huge demand from institutional investors.
07/25/2012
Family offices need to understand market obligations and construct their technology systems and strategy accordingly.
07/25/2012
The service will offer book-keeping and correspondence management for individuals and families, alongside wealth management and financial planning.
07/23/2012
Counterparts to the likes of Bill Gates, Steve Jobs, Warren Buffet, Larry Ellison, Michael Dell and many more noted entrepreneurs will be in attendance.
07/19/2012
MPI created DSA to transcend the limitations of traditional RBSA – such as lag, overfitting, and inability to capture style drift and detect leverage – and give investors greater insight into their investment portfolios.
07/16/2012
Formerly company's equities portfolio specialist at Perpetual Investment Management, Tilston has been recruited to drive new business sales in addition to supporting the broader distribution team.
07/12/2012
Those were among the findings reported by the Advanced Planning and Family Office Practice Group at US law firm Handler Thayer LLP in their 2012 outlook.
07/12/2012
Citi Private Bank hired Lisa Maurer as its new family office group director for the Northeast region.
07/11/2012
The LWA Directory is a list of 30 firms selected by FOX based on their ability to provide integrated wealth advice to private investors with over $20 million in assets.
07/10/2012
Transition and Succession Planning for SFOs remains a key consideration as families cope with cost containment, scalability and sustainability.
07/08/2012
A FAMILY limited partnership was once a rather esoteric way for wealthy families to centralize the management of real estate and various pots of money. But this is not a normal tax year.
07/05/2012
The winners will be announced on 9 July at an awards ceremony in Amsterdam, which will be held at the Heineken Brewery, one of the Netherlands’ most iconic family businesses.
07/03/2012
An overwhelming 73 percent of these family offices said that preserving wealth was the most important aspect of managing their investments.