Managers of Wealth

Considerations for Successful Family Wealth Transfers

Preserving generational wealth depends on managing critical internal family dynamics.

Charting The Adoption Of Direct Startup Investments By Family Offices

Many of the world’s highest-net worth (HNW) families employ an entire office full of accountants, lawyers, and investment professionals to manage their assets.

It's Cool to be Kind: Family Offices and Impact Investing

This investment method is now being practised across nearly every asset class

The role of HNWIs and family offices in impact investing

“Many philanthropically motivated, wealthy investors choose to act on this conviction through their investment choices, and asset managers have increasingly adopted impact asset offerings to serve this demand.”

Rockefeller Capital inks lease at Rock Center

Wall Street newcomer signed a 15-year lease

Family Fundamentals For The Future

Explored for the first time in this year’s GFOR is the number of women occupying top-tier family office roles, with researchers finding just 8% of chief executives and 13% of chief investment officers are female.

Agreeing the Purpose of Family Wealth

A family will probably include a number of individuals with differing abilities, personalities, interests and aspirations which are not always easily reconciled.

High Single Family Office Threshold Pushes Clients to Multi-Family Model

The bar is rising for how much wealth is needed to maintain a family office.

Oakbrook Solutions Crowned 'Best Family Office Management Consultancy'

One of six firms to be shortlisted, Oakbrook Solutions was crowned ‘Best Family Office Management Consultancy’ for the third consecutive year at the 5th Family Wealth Report Awards 2018.

Bank of Singapore looks to expand family office business

Bank of Singapore’s expansion will heighten competition with European firms like UBS Group AG and Credit Suisse Group AG, who’ve long dominated this space.

Delegate Advisors Wins Multi-Family Office Award from Family Wealth Report

As part of the 2018 Family Wealth Report Awards, the Firm is Recognized in the Multi-Family Office (Up to and Including $2.5 billion AuM/AuA) Category

PagnatoKarp Wins BEST MULTI-FAMILY OFFICE Award

Showcasing 'best of breed' providers in the global wealth management, private banking, and trusted advisor communities, the Family Wealth Report Awards are designed to recognize companies, teams and individuals which the prestigious panel of jud

Third Seven Capital Advisors Reels In Boston Family Office

In mid-February, TSCA added its first practice, Synergy Advisors Group of Oklahoma City, which manages about $200 million.

Why The Ultra-Wealthy Prefer Multi-Family Offices

But the multifamily office and wealth management models add various wealth planning specialties and life insurance.

Asia experiencing 'small' explosion of single and multi-family offices

"We get so many requests from clients in HK, Singapore and China to assist on the set-up of a 'family office' - in reality many of these clients want a management company, a fund and perhaps a few separate holding companies for their tradit

Creating a sustainable legacy in Asia

Some family offices are shifting their investment strategy to impact investing, led by visionary next-generation family members.

New breed of family offices disrupts field, upends old verities

Family offices were poor candidates to be disintermediating or replacing traditional PE capital in the deal markets

Three Ways Single Family Offices Can Attract And Retain Top Talent

The survey revealed that most family offices award annual bonuses, but about 59 percent of those increases are discretionary

What family offices want from alternative investment managers

Managers who can adapt their prospecting tactics stand a better chance of winning a partnership with these prized investors.

What a multi-billion dollar family office wants from its external managers

"Managers need to be aware that it's more than just taking our capital and giving us quarterly reports,” the principal says.