09/02/2014

How Accounting Firms Become Family Offices

These days many accounting services are considered commodities; there are more competitors vying for the same business with no discernible difference between offerings and consistent downward pressure on fees in order to attract new revenue.

08/29/2014

Private banks losing identity: MFO head

Asaf Berman, Singapore CEO of Swiss multi-family office Nutrimenta, talks about credit investing and why he thinks private banks are harder to deal with these days.

08/19/2014

Family office concept gains traction in India

As Mumbai-based Waterfield Advisors builds a multi-family office with the backing of tech tycoons the Patni brothers, others are said to be making similar moves in India.

07/31/2014

The Life-Cycle Of A Family Office

Our observation is that the family office also tends to follow a particular life-cycle and this can be developed into a useful tool to assist private wealth practitioners

07/31/2014

10 Steps For Family Office Internet Security

Attackers will often use both the personal and professional accounts of the individual targeted, although statistically the victim’s work-related account is more likely to be targeted

07/11/2014

SEC Allows Family Offices to Include Members of an Extended Family

Family offices have existed for over a century and have been formed to implement very important and complex objectives, including investment management, corporate succession, estate, gift and income tax planning, and charitable giving issues that are impo