11/13/2017
Ultra-HNWIs in China diversify to overseas markets
The most important thing is that the family business owner first needs a succession plan that fits his particular family needs.
11/10/2017
Alternative Investments Key Part of Single-Family Office Portfolio Strategy
Research found that the second generation-led single-family offices are significantly more active in alternative investments than the first generation.
11/08/2017
RIAs work with individuals to manage their wealth, while MFOs work with multiple generations and branches of large, complex families.
11/08/2017
All in all the world of single-family offices is dramatically expanding.
11/08/2017
Most single family offices do not have the full suite of cyber security protection at work like corporate America.
11/08/2017
Geller Family Office Services said better technology and client reporting were top reasons behind the decision.
11/02/2017
Co-investing with private equity funds is one approach that is gaining traction.
10/30/2017
Without question, owning a successful business is the primary way to become wealthy.
10/26/2017
Even more troublesome are the professionals that cross the ethical line.
10/26/2017
The kinds of institutions that invest in these startups differ too.
10/25/2017
The duo have already invited other wealthy families to co-invest in private-equity deals
10/20/2017
Asia Pacific Incurred The Largest Total Operating Costs
10/20/2017
Why focusing on performance figures misses the point
10/20/2017
"If You’ve Seen One Family Office, You’ve Seen One Family Office"
10/20/2017
Once regarded as novices, family offices are looking beyond stocks and bonds to pursue direct investments in companies and real estate.
10/19/2017
Capacity Building Was Described As A Versatile, Widely Applicable Tool
10/17/2017
How a generation squanders away $1billion in less than a lifetime is beyond me.
10/16/2017
This trend is set to gain more and more momentum over time as the next generation of wealth owners take over the reins.
10/16/2017
Point72 also has seven partners, including its UK parent company Point72 UK Limited, which is up from three in 2015.
10/12/2017
In terms of the transition of wealth, he says the succession plans of family offices in Hong Kong are relatively mature compared to China.