Managers of Wealth

Family is longest lasting asset

According to Forbes Magazine, less than one third of family businesses survive the transition from first to third generation ownership.

Century Wealth Management Shortlisted for Family Wealth Report Awards

The winners will be announced on March 12, 2015 at the awards gala in New York City.

WE Family Offices Exposes Truth About Family Office Landscape

Firm Identifies How to Tell “Real” Family Offices From Imposters

Now Hiring: Family Offices in Asia

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.

3 Family Office Challenges That Advisors Can Solve

The report also cites several external sources of pressure

Family Office Are Increasing Considering Philanthropic Money Managers

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.

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.

Why Asia’s Rich Need A Family Constitution

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

Too Much Of A Good Thing? Research Finds European Family Offices Aren't Geting Involved In Philanthropy

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

Private banks mull regional family office units

More private banks are looking to set up independent family office platforms in Asia

Family Office Report Card

Wondering how your family office stacks up against others around the world?

Spies, Privacy and Cryptocurrency

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

Chris Finlay Headlines Ivy Family Office Art Basel Forum

The Ivy Family Office Network hosted its December 2014 Family Office Outlook Forum in Miami, FL on December 1st.

Barry Diamond Headlines Ivy Family Office Art Basel Forum

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

Company briefs Malta’s Appeal as a multi-family office jurisdiction

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

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.

Asian Family Offices More Self Reliant Than Originally Thought, Says Research

The impact of the global financial crisis has caused family offices to become more independent and less reliant on banks

The Coming Boom In Asian Family Offices

The lure of single- and multi-family offices among Asian ultra-wealthy families is strong and growing

3 Things Family Offices Do Better Than Pension Fund Investors

Often times, the needs of wealthy people cannot be met with a financial advisor or bank, thus the creation of the family office – a vehicle reserved to manage the financial and personal affairs of a wealthy family.

Impact Investing: A Primer for Family Offices

Impact investing enables high net worth individuals to be explicit about their shared values and to reflect them in their investment and wealth management decisions.