12/30/2017
Beyond tax efficiency, assessing the types of holding structures available, services and products that are unique to HNW-families, such as specialized insurance and regulatory regimes all play a part when choosing an offshore jurisdiction.
12/27/2017
In 2017 ultra high net worth investors were chasing returns.
12/26/2017
Markets beginning to stabilize following massive week-long plunge.
12/19/2017
Peter didn’t say which family had prompted her to start Ysma
12/08/2017
Singapore-based Oda to start Blue Swell Asset Management
12/07/2017
The firms who have been shortlisted in these awards are all worthy competitors, and I would like to extend my heartiest congratulations.
11/29/2017
There has been a hesitant take-up by family offices of cryptocurrencies and ICOs.
11/23/2017
Many family offices across the GCC do not have formalized investment strategies or plans in place, although they view this to be an important objective.
11/23/2017
Neil Nisker plans a new venture, set to open in December, known as Our Family Office Inc.
11/22/2017
The Asia-Pacific region’s 42 family offices, which oversee $445 million on average
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.