03/17/2020
Chasing $64 trillion opportunity, family offices make inroads in China
They offer the usual suite of services, advice on taxes, alternative investments and charitable giving with a high level of discretion and personalization.
03/17/2020
They offer the usual suite of services, advice on taxes, alternative investments and charitable giving with a high level of discretion and personalization.
03/16/2020
Declaration Partners registered to raise outside money for Viagogo’s deal to buy eBay’s StubHub business
03/13/2020
Kamet's Long Term Capital fund invests 60–70 percent of its portfolio in public securities, and the balance in alternatives and private investments.
03/12/2020
Envysion plans to charge fees ranging between 0.5 and 1.5 percent of assets under management with waivers for early clients.
03/10/2020
The term 'family office' often evokes images of a multi-generational family business where various family members come to work each day.
03/05/2020
When following a proactive approach, organizations can take advantage of these opportunities, however, when operating reactively, changes almost always manifest in the form of challenges.
03/04/2020
The younger generation differ from their parents in their desire for technology-led solutions and responsible investing.
02/25/2020
The most direct form of real estate investment in which a family office can engage is the purchase of real property for (i) development, (ii) trading, or (iii) rental purposes.
02/21/2020
Family office executives are often classic examples of jacks-of-all-trades
02/20/2020
New York is taking on increased importance for family offices in Brazil
02/13/2020
Proteus' private investment platform, a testament to the Firm's commitment to usher in, "the future of investing in alternative assets," offers investors a complete private investment solution
02/13/2020
Perhaps the dressing is indicative of the sort of firms they’re looking into — it’s a departure from the usual dark suits of the financial world.
02/12/2020
Provided there is some distance between the individuals and direct communication is kept to a minimum, the business thrives through family members managing their respective silos without much interference from the others.
02/12/2020
Private equity is the top performer, while fixed income is the largest allocation.
02/10/2020
This is part of a plan to refocus on the Swiss market as Quilvest Switzerland was originally the single family office of the Bemberg family.
02/10/2020
Until now, it has been part of Luxembourg-based Quilvest Wealth Management.
02/10/2020
SFOs provide services ranging from sophisticated handling of key family assets (estate based or business based), to providing educational and lifestyle services to the family.
02/10/2020
Advisors to wealthy families need a broader range of skills as the rich increasingly pass over limited partnerships and fund managers in favor of direct investments.
02/04/2020
The firm is poised to fully launch in spring, the duo told finews.com.
02/03/2020
It is estimated that there are about 5,300 single-family offices, of which three-quarters are in North America and Europe.