09/24/2015
Very Wealthy Gravitating towards EAM Model
Savvier clients are taking a renewed interest in wealth management practices and what products and services are available to them, leading to an evolution in the industry.
09/24/2015
Savvier clients are taking a renewed interest in wealth management practices and what products and services are available to them, leading to an evolution in the industry.
09/23/2015
The documents offer a number of alleged examples of this behavior, many of which are attributed to partner Alan Kufeld.
09/22/2015
What’s very telling is that few senior executives are taking advantage of these opportunities.
09/22/2015
The Global Family Office Report surveyed 224 family offices this year in 37 countries.
09/21/2015
Currently about 53 per cent (up from 45 per cent last year) of family offices are outsourcing these functions to private banks or advisory firms.
09/10/2015
FOX has been pioneering the examination of the experience families have as clients of their private family offices
09/10/2015
Arlington Family Offices®, which offers comprehensive investment & wealth management and family office services to high net worth families, has announced an expansion into the Nashville market
09/09/2015
The combined entity has become the biggest independent multi-family office in Europe
09/09/2015
Multi-Generational Wagner Family Works With Multi-Generational Families
09/07/2015
The firm prefers recently-built assets or development projects at least 40% pre-let, that can be secured in a forward deal. Depending on the use and location of the asset, multiples can reach up to 20x rental income.
09/06/2015
Now has 85 staff in the UK, Denmark, the Netherlands, France, Germany and Poland who manage some 370 assets comprising 2.7m sq.m with a capital value in excess of €1.3bn.
09/04/2015
Aspinalls Family Office has partnered with Raymond James to launch a discretionary investment business.
08/28/2015
This guide highlights the main points that you need to take into account. It is not, however, intended to be comprehensive and, in particular, there may be international issues to consider.
08/25/2015
The formation of Scepter’s merchant banking division creates one of the most experienced merchant banking specialists focused on family offices and sovereign wealth.
08/25/2015
Waterfield now has 20 staff and expects to bring in four more by March.
08/19/2015
Khosla is tapping a network of senior financiers to help build a lender that offers loans to businesses that major banks might ignore.
08/18/2015
The investment project was initiated by an Israeli investor and project developer
08/14/2015
SFOs outsource certain services
08/12/2015
A growing trend in the United States is for the family office to have very broad coverage
08/11/2015
The corporate finance side is still growing rapidly and is a lot more active than it was two years ago.