03/22/2018
Agreeing the Purpose of Family Wealth
A family will probably include a number of individuals with differing abilities, personalities, interests and aspirations which are not always easily reconciled.
Family Office
03/21/2018
High Single Family Office Threshold Pushes Clients to Multi-Family Model
The bar is rising for how much wealth is needed to maintain a family office.
03/21/2018
Oakbrook Solutions Crowned 'Best Family Office Management Consultancy'
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 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.
03/15/2018
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
03/14/2018
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
03/08/2018
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.
03/02/2018
Why The Ultra-Wealthy Prefer Multi-Family Offices
But the multifamily office and wealth management models add various wealth planning specialties and life insurance.
03/02/2018
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
02/28/2018
Creating a sustainable legacy in Asia
Some family offices are shifting their investment strategy to impact investing, led by visionary next-generation family members.
02/27/2018
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
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
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.
02/22/2018
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.
02/22/2018
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.
02/21/2018
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.
02/21/2018
Optimising superyacht management structures
What is the ideal model for the optimal flow of communication between the key parties managing a superyacht?
02/05/2018
How Families Can Preserve Their Wealth in a Changing World
Many of today’s ultra-wealth holders are tech-savvy
01/31/2018
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.
01/30/2018
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"