Managers of Wealth

Leon Cooperman to close hedge fund Omega Advisors for family office

Money will be returned to investors at the end of the year

A Look at Family Offices in LatAm: Q&A With Martin Litwak

In the following Q&A he explains the trends impacting family offices in the region and the unique challenges they face.

PWS: New Reporting Regulation Will Have Big Effect on Family Offices

A new agreement on international tax and financial information exchange aims to provide less opportunity to shelter wealth from taxation. Global wealth managers and advisors need to make sure they and their clients are in compliance.

Global uncertainty outweighs Brexit for wealthy

A 46% increase in investor visas last year strongly suggests that Brexit has not put the wealthy off moving to the UK.

Carrick targets ultra-wealthy with family office launch

South Africa advisory firm Carrick Wealth has set up a family office to cater to the “unique needs” of ultra-high net worth individuals.

JPMorgan Banker to Billionaires Joins UBS for Family Office Team

Family offices have “become increasingly sophisticated and agile,” Justicz said in the memo.

Family offices maintain equity allocations: Study

Survey participants reported a 13.9% average portfolio return for 2017

Chilean Family Offices See Growth

Most family offices are growing, have an optimistic view of the economy going forward and are eager to invest abroad, according to a survey of Chilean family offices by Ameris Capital and a local media outlet.

View asia pacific australia's banking trust crisis spur new family offices

This abuse of trust and ‘product-pushing culture’ was exactly what emerged over a decade ago in the northern hemisphere following the global financial crisis.

Eric Sturdza Takes Over Family Office

The business would represent Sturdza's fourth arm, after private banking, asset management, and investment management.

Financial Poise Congratulates Diamond Wealth Strategies on Strategic…

Financial Poise congratulates Faculty Member Ron Diamond on Diamond Wealth Strategies’ entry into a strategic partnership with Madeira Global.

The Hot Asset Class for Family Offices

As the number of family offices grows, so does their clout in venture capital.

Family Office Networks partners with tax and advisory services firm.

Our families will be able to count on them anytime they need help

Ex-Odey wealth director opens up family office to market

Joining him are former Odey colleague Chris Stewart and ex-Goldman Sachs director Andrew Cox.

‘Now, firms are built to be sold for a value in 10-15 years’

Benaifer Malandkar on the benefits of setting up a family office for wealthy families, why wealth in India is growing and more.

Family office sells 40% stake as it hires ex-UBS M&A star

LJ Partnership advises on client assets of around £11 bilion

Mediatrix Capital Honored as Best Family Office Asset Manager

A select few individuals and teams are recognized at our Global Family Office Summits and this year's award to Mediatrix Capital is quite well-deserved.

How To Avoid IRS Challenge On Your Family Office

Before you go in that direction, it’s wise to learn the lessons of the Lender Management court case from December 2017, which is one of the first on family offices.

SEI Archway's Growth Continues in Family Office Business

Expansion Highlights Market Momentum and One-Year Anniversary as Part of SEI

Family Office Competition Heats Up with Boutique Luring Top Bankers

The latest entrant is from Cresset Capital Management, an investment firm started by former private equity executives in Chicago.