Managers of Wealth

Family Offices May be Considered Investment Advisers for Purposes of FINRA Rule 5131

FINRA also emphasized that the remaining conditions of FINRA Rule 5131.02(b) must still be satisfied.

Think Basic Asset As Backlash Blows Over, Says Rothschild

Events including the Brexit referendum and Trump’s election had led some commentators to predict a generalised global “backlash” against free markets.

Lombard Odier adds family office team to distribution line-up

Single family offices have been expressing "growing demand for innovative and specialist investment product

UBS Agrees to Buy Brazil's Largest Multi-Family Office

UBS’s assets under management in Brazil increased 31 percent to about 8 billion reais in the first quarter from the previous three months.

Monaco’s Rosemont adds Andorra outpost

The new business is known as Rosemont Services Andorra SL, and it joins a list of other Rosemont International outposts under the Rosemont name in Hong Kong.

Konw your SFOS from your MFOS and CMFOS

So you’ve never heard of a family office?

The Modern Family Office Must Be A Multifamily Affair

We have to get to know these individuals and detach them from the family’s wealth

A different kind of family office in Asia

We manage our own funds as well as those of other families.

Why more Middle Eastern families are turning to UK property

The UK commercial real estate market is consistently named as the most popular destination among Middle Eastern investors

New Family Office Exchange Study Finds Family Offices Staffing Up for Direct Private Equity Investments

Of the 118 survey respondents, the average staff of the family office is 13 full time employees

Single-Family Offices Are Focusing On Tax Mitigation Solutions

It’s just that there’s a growing trend for senior management in these organizations to be actively seeking out expertise in this area.

Navigating the Changing Landscape for Multifamily Financing in 2017

The question is: will we continue to see strong fundamentals drive lender appetite for multifamily

Advisers to the Ultra-Rich Try to Treat Art as Just Another Asset

Art offers diversification and secrecy, but the market is opaque.

Family Office Executive Pay Tops £300,000 but Drop in Bonuses Paid

Among chief executives and managing directors, 31% now earn more than £300,001 per year, this percentage being more than for any other salary category.

Global Family Office Population Revealed In New Research

In general, it is much more likely that a wealthy family in the US or Europe will have a single family office

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.

Chicago Family Offices Invest In Startups

That said, they're more opaque than other types of funding.

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

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.”

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.