08/16/2018
Now they face pressure to cede some control as they prepare for a transfer to the next generation and executives running their businesses push them to professionalize the management of their wealth.
08/14/2018
Timbercreek Investment Management is an alternative investment manager headquartered in Canada
08/13/2018
Julio is a prominent and well-respected leader in the family office world
08/09/2018
The family office argued in court that it was a business serving the family members as clients rather than a passive investor.
08/08/2018
The modern family office is said to have been pioneered by John D. Rockefeller in the early 19th century.
08/07/2018
Lucia’s appointment is key to Highvern’s strategic growth in this sector and allows it to continue to meet the increasing demand for high-quality family office services.
08/02/2018
Based on extensive research with single-family offices, the majority of them are doing a subpar job of identifying and motivating other professionals to provide vetted introductions.
08/02/2018
Karma Network announces the launch of its exclusive investment club
07/31/2018
He is the only one working at the new firm.
07/30/2018
It is a revolution set to continue, as renewable energy technologies develop to a cost base, which is parity with fossil fuel-generating assets
07/26/2018
A spokesperson for LJ Partnership tells Asia Asset Management that Dilmun acquired the stake via an issuance of new shares in the UK firm, which is 35% owned by Hong Kong-based Peterson Group.
07/26/2018
Kamet has about 40 percent cash, versus more usual 5 percent
07/25/2018
To maintain competitive edge, family offices need a strategic vision and a keen understanding of the family's mission, values, goals.
07/24/2018
Money will be returned to investors at the end of the year
07/24/2018
In the following Q&A he explains the trends impacting family offices in the region and the unique challenges they face.
07/19/2018
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.
07/17/2018
A 46% increase in investor visas last year strongly suggests that Brexit has not put the wealthy off moving to the UK.
07/17/2018
South Africa advisory firm Carrick Wealth has set up a family office to cater to the “unique needs” of ultra-high net worth individuals.
07/13/2018
Family offices have “become increasingly sophisticated and agile,” Justicz said in the memo.
07/13/2018
Survey participants reported a 13.9% average portfolio return for 2017