05/12/2013
Multifamily Offices Show Solid Asset and Revenue Gains
They have worked hard to overcome barriers to growth faced by the industry
Family Office
05/08/2013
Michael Weinberg: Family offices learned the wrong lessons from Madoff
An expert allocator discusses the way pension funds and family offices tend to allocate
05/07/2013
LLBH Private Wealth Management Surpasses $1 Billion in Client Assets
Focus Connections Firm Doubles in Size in Less than Five Years
05/06/2013
Multi-Family Office boosts team
One of California's oldest investment and wealth management firms, is pleased to announce the appointment of two new professional staff members
05/01/2013
Family offices maintain hedge fund demand
JP Morgan survey shows increasing demand and skew to boutiques
05/01/2013
The Family Office Publishes Its “Cheat Sheet": Five Secrets of Wealthy Families
Are the secrets and habits of wealthy families within reach?
05/01/2013
Family offices maintain hedge fund demand
Family offices continue to support hedge fund investments despite the challenges of 2012
04/27/2013
Wilmington Trust boosts Family Office Services
She brings her leading expertise in the trusts and estate business to serve our clients.
04/23/2013
Campden Wealth boosts Americas team
Campden Wealth has announced two strategic executive appointments in the U.S.
04/22/2013
Michael Lee Joins Abbot Downing as Part of Chicago Office Expansion
Clients across the country have responded very favorably to Abbot Downing and we're excited to be expanding in Chicago
04/22/2013
UBS Adds To Global Family Office Team
He has 12 years' experience of providing corporate finance advice to entrepreneurs and family offices
04/18/2013
New Family Office Launched
Announced the creation of Acadia Investment Management
04/17/2013
Rothstein Kass appoints Director of Family Office Services
Financial Services Expert Brings More Than Two Decades of Experience to Firm’s Dallas Office.
04/17/2013
Are Advisor Fees Worth It? The Family Office Debunks Another Wall Street Myth
Is money spent on professional investment advisors well spent? What is the best way to quantify the value, and what, or who, provides it?
04/08/2013
Vietnam an attractive fit for family offices
Stoops said that the Vietnamese market said was a more manageable way for family offices to access emerging markets and may even represent a better fit than investing in China.
04/07/2013
Stonehage: Over 20% of UHNW families have written constitutions
Stonehage says that more than 20 per cent of UHNW families now have written frameworks in place, compared to just a few per cent prior to the financial crisis.
04/07/2013
The House Always Wins—The Family Office Debunks Misinformation Trending in The Big Bank Game
Once it’s clear who the wealth manager is, determine who his or her clients are.
03/26/2013
Harris myCFO's Calabrese Leaves; Benevides Named President
Joe Calabrese has left as president of Harris myCFO, one of the country’s largest multi-family offices
03/26/2013
Citi Private Bank appoints Middle East family offices head
Prior to joining Citi he was Chief Executive Officer of Al-Khabeer International
03/24/2013
Ex-Morgan Stanley private banker to lead EMEA global family office group at Swiss private bank
He will take on the role within the group – a joint venture between the Swiss bank’s wealth management and investment banking businesses – on April 1.