09/19/2018
Options Strategies For The Ultra-High Net Worth Family Balance Sheet
To bring portfolios back to their strategic targets after prolonged consolidation, cash must be deployed
Family Office
09/11/2018
You don't need $100 million to employ a family-office-style investing model
Have your lawyer, investment professional and accountant in on your plans, talking to each other, and most important, conflict-free
09/05/2018
Global Single-Family Offices Are Buying Up Companies Throughout The World
Critical to the effectiveness of deal making by single-family offices is a combination of internal and external experts.
09/04/2018
Family Offices That Took Hedge Fund Talent Now Go After Clients
More rich families start funds as strategy catches on in Asia
08/31/2018
Swiss family office snaps up £2bn British schools giant
The Swiss family office will become one of the UK's biggest school-owners following its takeover of Cognita, Sky News learns.
08/30/2018
The Future of Asian Family Offices
Managing wealth via family offices gained steam after the collapse of major banks during the financial crisis of 2008-09.
08/29/2018
Envestnet | Tamarac Introduces Enhanced Features for Family Office Reporting
Through Tamarac's enhanced search engine functionality, RIAs will be able to more easily search within households with complex entity structures.
08/23/2018
What Can Families Learn From the Benetton Bridge Backlash?
The senior party of the coalition now in government had blocked a long-proposed bypass away from the ageing bridge.
08/23/2018
A family office makes a big statement with stunning new HQ
Kirk Kapital’s new headquarters would appear to very much be designed to make a statement.
08/21/2018
Schroder Adveq Study Finds US Family Offices Are Missing Key Opportunities in Private Equity
The potential for a larger universe of buyers at the time of exit as well as the opportunity to better diversify investors’ portfolio of managers are additionally cited as top reasons smaller deals are appealing.
08/21/2018
Singapore boutique courts family office capital
The firm had been managing investment funds and segregated accounts for accredited investors as a registered fund management company, according to a statement from the firm.
08/21/2018
US Family Offices Are Missing Key Opportunities in Private Equity
Family offices are also failing to recognize private equity opportunities in emerging markets and in Europe
08/17/2018
DJ Van Keuren Announced as a Finalist for The Family Wealth Alliances Best in the Industry Awards
"This comes as a major surprise" said DJ
08/16/2018
Rich Russians Start Family Offices as Heirs Lie in Wait
Now they face pressure to cede some control as they prepare for a transfer to the next generation and executives running their businesses push them to professionalize the management of their wealth.
08/14/2018
Family office commissions Canadian alts AM to manage new fund
Timbercreek Investment Management is an alternative investment manager headquartered in Canada
08/13/2018
Family Office Networks to launch new association in Washington D.C.
Julio is a prominent and well-respected leader in the family office world
08/09/2018
How Family Offices Can Navigate Lender Case Tax Ruling
The family office argued in court that it was a business serving the family members as clients rather than a passive investor.
08/08/2018
How To Build Your Future Family Office
The modern family office is said to have been pioneered by John D. Rockefeller in the early 19th century.
08/07/2018
Highvern Group Further Extends its Family Office Reach with Senior Industry Hire
Lucia’s appointment is key to Highvern’s strategic growth in this sector and allows it to continue to meet the increasing demand for high-quality family office services.
08/02/2018
How Hedge Funds And PE Funds Are Raising Considerable Assets From Single-Family Offices
Based on extensive research with single-family offices, the majority of them are doing a subpar job of identifying and motivating other professionals to provide vetted introductions.