01/25/2015
Multi-client family office announces promotions and new hire
Commenting on these announcements, D. Fort Flowers, Jr., Chairman and Chief Executive Officer, said, "We are delighted to announce the promotions of Lissa Gangjee and Anne-Lise Wiegand and to welcome Angela Caraway to the Sentinel team.
01/22/2015
The risks any company faces can be compounded when the business is owned by a family
01/22/2015
According to Forbes Magazine, less than one third of family businesses survive the transition from first to third generation ownership.
01/21/2015
The winners will be announced on March 12, 2015 at the awards gala in New York City.
01/21/2015
Firm Identifies How to Tell “Real” Family Offices From Imposters
01/19/2015
As a vehicle for wealth management, the family office is still relatively new in Asia, but that’s now changing. Opportunities abound for managing this family wealth.
01/15/2015
The report also cites several external sources of pressure
01/14/2015
Family offices and the super-rich are finding a role for investment professionals who can help them structure portfolios that deliver financial and social/environmental results.
01/12/2015
FF&P posts 39% profit fall pre-Stonehage merger
The Stonehage-Fleming merger will create the biggest independent multi-family office in Europe, with more than £27 billion in assets and combined revenues of $160 million.
01/09/2015
One way affluent families ensure their wealth is preserved for generations to come is to gather family members together and hammer out a strategy for making sure that happens
01/07/2015
Family offices in Europe are far less interested in managing family philanthropy than originally thought, with more than one-third not involved in the practice at all
01/05/2015
More private banks are looking to set up independent family office platforms in Asia
01/05/2015
Wondering how your family office stacks up against others around the world?
12/24/2014
This is the title of a talk I delivered in Montreux last month to family office investors who administer the assets of wealthy families. I co-chaired the conference with the legendary Todd Benjamin, former anchorman and financial
12/18/2014
The Ivy Family Office Network hosted its December 2014 Family Office Outlook Forum in Miami, FL on December 1st.
12/15/2014
The Ivy Family Office Network hosted its December 2014 Family Office and Ultra High Net Worth Outlook Forum in Miami, FL on December 1st. Barry Diamond, Chief Investment Officer of The Harrison Group, Inc., led a panel discussion on "Portfolio Alloca
12/15/2014
CSB Advocates has contributed to the 4th Annual Maltese Wealth Management Conference that took place at the Hilton in St Julian’s. Organised by ESAFON, the event’s focus was on servicing and protecting family interests and wealth through Malt
12/09/2014
The Coming Boom In Asian Family Offices
The creation of wealth in Asian markets is well documented; the region’s high-net-worth population has grown consistently in recent years and shows no signs of slowing.
12/09/2014
The impact of the global financial crisis has caused family offices to become more independent and less reliant on banks
12/09/2014
The lure of single- and multi-family offices among Asian ultra-wealthy families is strong and growing