Managers of Wealth

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.

Many family offices are complex but not necessarily sophisticated

One thing Woodson and his colleague Edward Marshall, a director in the bank’s global family office group, would say it that family offices have certainly become more complicated.

Family office report: top investment picks of Chile’s private wealth firms

A Chilean firm has surveyed local family offices to find their investment preferences.

Optimising superyacht management structures

What is the ideal model for the optimal flow of communication between the key parties managing a superyacht?

How Families Can Preserve Their Wealth in a Changing World

Many of today’s ultra-wealth holders are tech-savvy

Citi Private Bank Releases Comprehensive Guide for Successful Family Office Formation and Governance

The comprehensive guide draws on this knowledge to provide a framework for future family offices in their formation and governance.

The Three Biggest Mistakes PE Firms Make Working With Single-Family Offices and the Super-Rich

“Single-family offices and the extremely wealthy have a number of reasons for being unhappy with private equity firms even when investment results are solid"

PAM Awards: Mack International Receives 6th Nomination for Best Family Office Consulting Firm

Ms. Mack has built her career serving family offices, family investment firms and family enterprises

Signature Family Wealth Advisors Nabs Massey Family Office

In the event, Massey and his family members decided a commercial partner -- specifically Signature Family Wealth Advisors, a multifamily office -- best met these needs.

Noyes Launches Family Office Practice

Noyes Acquires Chicago Based Kiely and Associates Tax and Accounting Practice