Managers of Wealth

The Secret World of Family Offices

Family offices have become a major industry.

Testing Temperature Assets Risk And Indian Family Office

Yet could a new breed of family investors with a desire to professionalise private investment be set to break this mould?

The latest practice to be disrupted: Family office consultation

The boardroom meeting presents a clear opportunity to educate the client and allow the professionals to directly coordinate with each other, minimizing the number of to-do's that end up on the client’s plate.

Are Family Offices Fueling Startup's Growth in India?

Globally family offices are investing in startups since decades but it was until recently the trend started picking up in India

The family office for your firm

The origin of the family office concept came from extremely wealthy families, with net worth in today’s dollars well in excess of $100 million.

Why family office liability insurance is a worthy option

Bruce Gendelman Insurance Services chairman shares benefits of family office liability cover and commonly overlooked risk management issues.

Caledonia Investments acquires minority stake in Stonehage Fleming

Stonehage Fleming is a highly successful firm with an outstanding, award-winning proposition and a client-centric approach.

Aspiriant Extends its Family Office Services for High Net Worth Families

Wealth Advisor Industry Veteran Nikki Michelini Appointed to Lead Multi-family Office Service in Aspiriant's San Francisco Location, Delivering High-Touch Engagement to Bay Area Clients

Focus Financial Adds Family Office in New York

AG&S will be our first family office and business management firm to be headquartered in New York

The Rise Of The Family Office: Where Do They Go Beyond 2019?

Family offices are now capable of making transactions that were traditionally reserved for big companies or private-equity firms and therefore are becoming a disruptive force in the market-place.

Family offices switching to Guernsey supports island's approach

Such transactions are providing high value work for professional firms in Guernsey and, in some cases, creating new jobs locally when a family office employs its own staff.

Indian family offices expanding to Singapore and Middle East

Many wealthy Indian families today have members who reside in various jurisdictions and have different outlooks on family wealth," he added.

Family offices become financial titans

The growing ranks of billionaires’ in-house investment teams

Calgary business becomes first Canadian firm to receive international award

Algar notes that Alberta's cyclical economy and resulting mentality toward wealth holds important lessons in wealth management for all families regardless of income status.

UBS gets ultra-high-net-worth and family office clients to invest in Times Square tower

Construction on the 46-story tower known as TSX Broadway is set to begin in January

Family Offices Return to Their Roots

Kristi Kuechler of the Family Office Exchange describes a renewed focus on direct investing

This Miami-based firm has a $50 million minimum

Half of the $7.3 billion under management at WE Family Offices is from non-U.S. clients

Raffles Family Office: On the Road to Worldwide Expansion

We operate with an independence of thought and action, with a clear focus on sourcing the most suitable products on the market for our clients.

Family offices embrace real estate, eye further allocations

Overall, real estate is currently the third largest asset class component of family offices’ portfolios.

Canaccord Genuity invests in Family Office Networks

This investment will serve to strengthen Canaccord Genuity's distribution channel for new issues and other product offerings within its key verticals in capital markets and wealth management.