03/24/2015
Family offices defy generalisation, panel of experts conclude
The panellists thought that good communication between the family was the key.
Family Office
03/23/2015
Single-Family Offices Crowdsourcing Investment Opportunities
A core responsibility of most single-family offices and private investment companies is to manage the wealth of an individual or family
03/23/2015
Two Guys, Two Bikes and One Money-Making Plan to a Better World
The duo decided to merge Wolfensohn’s private-equity fund that invests in clean energy and financial services in developing countries with Scott’s Eko Asset Management Partners
03/20/2015
Flynn Family Office Earns Two Top Honors at The Family Wealth Report Awards 2015
Flynn Family Office, one of North America's foremost family office and business management companies was last night honoured with both 'Best New Entrant' and 'Best Brand Launch/Re-launch' at the 2nd Family Wealth Report Awards 201
03/19/2015
Multi-family office launches new corporate financing product
The firm has announced the launch of a new product for corporate financing within its division ORCAP Project Finance.
03/17/2015
Market Street Trust Named Multi-Family Office of the Year
Market Street Trust Company, a family office and New York state private trust company, received the award for "Multi-Family Office" of the year at the Family Wealth Report Awards 2015
03/16/2015
Oracle Capital Group Signs Strategic Partnership Agreement with Shanghai International Trust
Partnership enhances Oracle Capital Group's global reach through access to Chinese market.
03/13/2015
Family Office Outlook 2015 - Handler Thayer
Taxpayer flight has increased globally at an unprecedented level as families, capital and businesses continue to exit high-tax and socialist countries, states, provinces, territories, cities, etc. in favor of low-tax and no-tax jurisdictions.
03/13/2015
What Millennials Look for in a Wealth Advisor
Executive Director Amy Hart Clyne to Examine How to Engage the Client of the Future
03/12/2015
The Single-Family Office Evolution
“Outsourcing family office services can actually increase control for clients by allowing greater customization in creating the family wealth plan. Ultra-wealthy inheritors are even more likely to be personally involved in shaping the structure of t
03/10/2015
Luxembourg-Based Family Office Launches Peer -To - Peer Asset Manager
A Luxembourg-based family office has launched a new asset management firm this week in a bid to introduce institutional investors and families of wealth to the peer-to-peer (P2P) finance sector.
03/04/2015
FOX Updates Workshop to Help Families Create Their Own Unique Family Office
Family Office Exchange (FOX), a global membership organization of private family enterprises and their key advisors, will be offering its Family Office Design Workshop in Chicago on May 5-6
03/02/2015
London-based multi-family office pioneers re-brand
"Having combined the two firms’ deep experience, we are very much fit for purpose with a refreshed commitment to delivering exceptional risk-adjusted investment results. We seek to be a default choice for wealthy families and foundations requir
02/26/2015
Institutionalisation of Family Offices: is it worth it? by Martin Engdal, Market Strategist, Advent EMEA
Ultimately, the question comes down to ‘will the ROI be worth it?’
02/23/2015
Family offices are evolving into sophisticated wealth and investment managers - Part 1
Family offices globally are evolving into very sophisticated wealth and investment managers
02/20/2015
Jonathan Fry exits firm post-merger to set up family office
He has taken a number of high net worth clients – equating to over £100 million of assets – with him to launch Fry Family Office.
02/19/2015
Inside The Family Office: A Potential Catastrophe
Depending on how you look at history, the concept of family offices appears more coincidental than intentional.
02/19/2015
Millennial Family Clients Want to Keep Their Family's Advisors - FOX
The white paper identifies five themes that shed light on those expectations and provides eight recommendations for engaging Millennial family clients.
02/18/2015
When Hedge Fund General Partners Should Outsource Family Office Services
There is considerable interest among hedge fund partners for family office services
02/18/2015
When Hedge Fund General Partners Should Outsource Family Office Services
Possibly enticed by lower compliance and disclosure requirements, a few managers of global funds have elected to convert