03/26/2018
“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.”
03/26/2018
Wall Street newcomer signed a 15-year lease
03/23/2018
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.
03/22/2018
A family will probably include a number of individuals with differing abilities, personalities, interests and aspirations which are not always easily reconciled.
03/21/2018
The bar is rising for how much wealth is needed to maintain a family office.
03/21/2018
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.
03/16/2018
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.
03/15/2018
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
03/14/2018
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
03/08/2018
In mid-February, TSCA added its first practice, Synergy Advisors Group of Oklahoma City, which manages about $200 million.
03/02/2018
But the multifamily office and wealth management models add various wealth planning specialties and life insurance.
03/02/2018
"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
02/28/2018
Some family offices are shifting their investment strategy to impact investing, led by visionary next-generation family members.
02/27/2018
Family offices were poor candidates to be disintermediating or replacing traditional PE capital in the deal markets
02/27/2018
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
02/22/2018
Managers who can adapt their prospecting tactics stand a better chance of winning a partnership with these prized investors.
02/22/2018
"Managers need to be aware that it's more than just taking our capital and giving us quarterly reports,” the principal says.
02/22/2018
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.
02/21/2018
A Chilean firm has surveyed local family offices to find their investment preferences.
02/21/2018
What is the ideal model for the optimal flow of communication between the key parties managing a superyacht?