04/25/2017
Goldman Sachs Wealth Rainmaker Resigns, Forms RIA
Two people answering calls directed to Ghali and his team at their San Francisco office said they gave notice late last week and over the weekend.
Family Office
04/12/2017
Chicago Family Offices Invest In Startups
That said, they're more opaque than other types of funding.
04/11/2017
How Investment Managers Compare To Other Professionals In Profiting From Single-Family Offices
It is often worthwhile for external experts to critically match up their business models
04/10/2017
Boston Multi Family Office shortlisted for two international awards
“Nobody can excel in this complex field alone and I am privileged to be surrounded by exceptional individuals with a real passion for the work they do.”
04/10/2017
Dawn Fitzpatrick, the woman who's in charge of $US25b of George Soros' funds
Soros himself is perhaps the finance world's most famous investor.
04/04/2017
Evaluating And Maximizing Single-Family Office Deliverables
When it comes to deliverables aside from investment management, the attention to results, for instance, is commonly not given the attention that would be necessary to obtain optimal functioning.
04/04/2017
New York Banking Royalty’s Heirs Are Unloading Art to Save the Family Estate
Country estate threatened after foundation bleeds money
03/30/2017
How to Strengthen Partnerships between Families and Advisors
Uncovers the critical role of the family leader in engaging advisors to become partners
03/29/2017
Richter Family Office expansion includes new Toronto office
Aging patriarchs and matriarchs want to ensure their wealth is protected and the in-coming generation of leaders is able to carry on their legacy.
03/28/2017
Hong Kong’s Platinum Estates plans luxury hotel in Spain to tap outbound Chinese tourist growth
The land cost was €50 million (US$54.3 million) and construction is expected to cost about €120 million.
03/24/2017
Veteran Advisers Offer Family Office Planning for Ultra-Wealthy Families
In our experience there is now a gaping absence in the very high-end wealth advisory journey
03/24/2017
Institutional framework for family offices
Bermuda is the ideal location for family offices that wish to attain an institutional standard.
03/22/2017
How Smaller Boutique Hedge Funds Win Mandates From Single-Family Offices
The larger hedge funds will look more and more like traditional asset management companies.
03/17/2017
Handler Thayer, LLP Named Best Law Firm In The U.S. For Client Service
The fifth PAM award Handler Thayer has received in the past six years.
03/14/2017
Point72 raids Citi and Goldman Sachs for its latest junior recruits
Point72 raids Citi and Goldman Sachs for its latest junior recruits
03/09/2017
New Force on Wall Street: The ‘Family Office’
Clans with nine-figure fortunes are increasingly investing through unregulated firms known as family offices, impinging on the business of investment banking and private equity
03/08/2017
Market Street Trust Named Multi-Family Office of the Year
This marks the third year in a row that Market Street has been honored with the "Best Multi-Family Office" award.
03/08/2017
Oakbrook Solutions Crowned Best Family Office Management Consulting Firm for the Second Year
Judges recognized Oakbrook as "a powerhouse in serving the family office sector that offers a clear signature process that is logic based.
03/08/2017
Fingers crossed in Boston office for success at leading awards
The firms shortlisted in these awards are all worthy competitors, and I would like to extend my heartiest congratulations.
03/08/2017
Oakbrook Solutions Crowned Best Family Office Management Consulting Firm for the Second Year
Oakbrook Solutions Crowned Best Family Office Management Consulting Firm for the Second Consecutive Year at the 4th Family Wealth Report Awards 2017